Beacon Capital Management LLC (Tennessee)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-336	Closed	-$14.6K	–	1193
2024 Q3	$14.6K	Hold	336	–	–	﹤0.01%	567
2024 Q2	$14.2K	Hold	336	–	–	﹤0.01%	509
2024 Q1	$14.3K	Hold	336	–	–	﹤0.01%	514
2023 Q4	$13.8K	Hold	336	–	–	﹤0.01%	445
2023 Q3	$13.9K	Hold	336	–	–	﹤0.01%	475
2023 Q2	$13.9K	Hold	336	–	–	﹤0.01%	475
2023 Q1	$14K	Hold	336	–	–	﹤0.01%	428
2022 Q4	$13.7K	Sell	336 -234	-41%	-$9.57K	﹤0.01%	440
2022 Q3	$24K	Hold	570	–	–	0.01%	315
2022 Q2	$25K	Hold	570	–	–	0.01%	350
2022 Q1	$25K	Buy	+570	New	+$25.2K	0.01%	350

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JSTA

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

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

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

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

Beacon Capital Management LLC (Tennessee)'s SHYG Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 336 shares — an estimated $14.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SHYG in Q1 2022 and held it in 11 quarters. The position peaked at $25K in Q2 2022. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 336 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $14.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $25K in Q2 2022.
541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.