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

Brophy 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 		$662K Buy
+15,236
New +$651K 0.24% 98

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BI
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Brophy Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024: 15,236 shares worth $662K. The stake represents 0.24% of the portfolio and ranks #98 among its holdings.

516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Brophy Wealth Management held 15,236 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $662K as of Q3 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Brophy Wealth Management position in Q3 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.24% of Brophy Wealth Management's portfolio in Q3 2024, its #98 holding.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.