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Anchor Pointe Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Anchor Pointe Wealth Management’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$919K Buy
+21,555
New +$926K 1.19% 27

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Pointe Wealth Management's SHYG Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024: 21,555 shares worth $919K. The stake represents 1.19% of the portfolio and ranks #27 among its holdings.

543 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Anchor Pointe Wealth Management held 21,555 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $919K as of Q4 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.19% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #27 holding.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.