Aspire Private Capital’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Aspire Private Capital’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	-1	Closed	-$59	–	740
2024 Q1	$59	Sell	1 -3	-75%	-$127	﹤0.01%	707
2023 Q4	$169	Buy	4 +1	+33%	+$41	﹤0.01%	676
2023 Q3	$160	Sell	3 -9	-75%	-$372	﹤0.01%	677
2023 Q2	$491	Sell	12 -224	-95%	-$9.23K	﹤0.01%	615
2023 Q1	$9.85K	Sell	236 -6,396	-96%	-$265K	﹤0.01%	369
2022 Q4	$271K	Buy	+6,632	New	+$271K	0.1%	109
2022 Q1	–	Sell	-38	Closed	-$2K	–	666
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	541
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	505
2021 Q2	$2K	Sell	38 -5,707	-99%	-$262K	﹤0.01%	503
2021 Q1	$263K	Buy	5,745 +1,413	+33%	+$64.3K	0.09%	132
2020 Q4	$197K	Buy	4,332 +1,088	+34%	+$48.6K	0.08%	116
2020 Q3	$143K	Buy	3,244 +27	+0.8%	+$1.19K	0.06%	130
2020 Q2	$138K	Sell	3,217 -255	-7%	-$10.8K	0.06%	109
2020 Q1	$142K	Buy	+3,472	New	+$156K	0.08%	97

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aspire Private Capital's SHYG Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 1 share — an estimated $59 sold.

Aspire Private Capital first reported a position in SHYG in Q1 2020 and held it in 14 quarters. The position peaked at $271K in Q4 2022. 511 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

Aspire Private Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Aspire Private Capital sold 1 iShares 0-5 Year High Yield Corporate Bond ETF share in Q2 2024, an estimated $59.
Aspire Private Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 14 quarters.
Aspire Private Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $271K in Q4 2022.
511 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.