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ARK & TLK Investments’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

ARK & TLK Investments’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
Q2 		– Sell
-6,928
Closed -$295K – 107
2024
Q1 		$295K Hold
6,928
– – 0.12% 89
2023
Q4 		$293K Buy
+6,928
New +$286K 0.12% 84

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ARK & TLK Investments's SHYG Position: Q2 2024 in Review

ARK & TLK Investments sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 6,928 shares — an estimated $295K sold.

ARK & TLK Investments first reported a position in SHYG in Q4 2023 and held it in 2 quarters. The position peaked at $295K in Q1 2024. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

  • ARK & TLK Investments reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • ARK & TLK Investments sold 6,928 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $295K.
  • ARK & TLK Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • ARK & TLK Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $295K in Q1 2024.
  • 510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on ARK & TLK Investments's 13F filing for Q2 2024, filed 29 Jul 2024.