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

Aspire 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 Q3	$102	Sell	2 -1	-33%	-$43	﹤0.01%	196
2024 Q2	$135	Sell	3 -1	-25%	-$42	﹤0.01%	179
2024 Q1	$172	Hold	4	–	–	﹤0.01%	184
2023 Q4	$169	Hold	4	–	–	﹤0.01%	181
2023 Q3	$161	Hold	4	–	–	﹤0.01%	180
2023 Q2	$160	Hold	4	–	–	﹤0.01%	187
2023 Q1	$158	Sell	4 -108	-96%	-$4.47K	﹤0.01%	186
2022 Q4	$4.58K	Buy	112 +2	+2%	+$82	﹤0.01%	173
2022 Q3	$4K	Buy	110 +2	+2%	+$83	﹤0.01%	157
2022 Q2	$4K	Buy	108 +1	+0.9%	+$42	﹤0.01%	166
2022 Q1	$5K	Sell	107 -684	-86%	-$30.3K	﹤0.01%	162
2021 Q4	$36K	Buy	+791	New	+$35.9K	0.03%	132

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspire Wealth Management's SHYG Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 33% in Q3 2024, selling an estimated $43 and leaving 2 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Aspire Wealth Management first reported a position in SHYG in Q4 2021 and has held it in 12 quarters since. The position peaked at $36K in Q4 2021. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

Aspire Wealth Management held 2 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $102 as of Q3 2024.
Aspire Wealth Management sold 1 iShares 0-5 Year High Yield Corporate Bond ETF share in Q3 2024, an estimated $43.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #196 holding.
Aspire Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $36K in Q4 2021.
516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.