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

Caldwell Sutter 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 Q4	–	Sell	-189	Closed	-$8.21K	–	916
2024 Q3	$8.21K	Hold	189	–	–	﹤0.01%	581
2024 Q2	$7.98K	Hold	189	–	–	﹤0.01%	577
2024 Q1	$8.04K	Sell	189 -161	-46%	-$6.82K	﹤0.01%	570
2023 Q4	$14.8K	Hold	350	–	–	0.01%	499
2023 Q3	$14.4K	Buy	350 +161	+85%	+$6.65K	0.01%	488
2023 Q2	$7.83K	Buy	+189	New	+$7.79K	﹤0.01%	552

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

JSTA

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's SHYG Position: Q4 2024 in Review

Caldwell Sutter Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 189 shares — an estimated $8.21K sold.

Caldwell Sutter Capital first reported a position in SHYG in Q2 2023 and held it in 6 quarters. The position peaked at $14.8K in Q4 2023. 543 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Caldwell Sutter Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 189 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $8.21K.
Caldwell Sutter Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
Caldwell Sutter Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.8K in Q4 2023.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Caldwell Sutter Capital's 13F filing for Q4 2024, filed 21 Jan 2025.