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Brown Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Brown Financial Advisors’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 		– Sell
-152
Closed -$6.41K – 203
2024
Q2 		$6.41K Buy
+152
New +$6.4K ﹤0.01% 186

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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

Brown Financial Advisors's SHYG Position: Q3 2024 in Review

Brown Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 152 shares — an estimated $6.41K sold.

Brown Financial Advisors first reported a position in SHYG in Q2 2024 and held it in 1 quarter. The position peaked at $6.41K in Q2 2024. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Brown Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 152 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $6.41K.
  • Brown Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.41K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.