Carmichael Hill & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Carmichael Hill & Associates’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 Q2	–	Sell	-212	Closed	-$9.02K	–	789
2024 Q1	$9.02K	Hold	212	–	–	﹤0.01%	577
2023 Q4	$8.95K	Hold	212	–	–	﹤0.01%	587
2023 Q3	$8.7K	Hold	212	–	–	﹤0.01%	579
2023 Q2	$8.79K	Hold	212	–	–	﹤0.01%	577
2023 Q1	$8.84K	Hold	212	–	–	﹤0.01%	570
2022 Q4	$8.67K	Hold	212	–	–	﹤0.01%	570
2022 Q3	$8K	Hold	212	–	–	﹤0.01%	615
2022 Q2	$9K	Buy	+212	New	+$8.97K	﹤0.01%	587

Other funds holding SHYG

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

JSTA

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

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

Carmichael Hill & Associates's SHYG Position: Q2 2024 in Review

Carmichael Hill & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 212 shares — an estimated $9.02K sold.

Carmichael Hill & Associates first reported a position in SHYG in Q2 2022 and held it in 8 quarters. The position peaked at $9.02K in Q1 2024. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

Carmichael Hill & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 212 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $9.02K.
Carmichael Hill & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
Carmichael Hill & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.02K in Q1 2024.
510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Carmichael Hill & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.