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

Carolinas Wealth Consulting’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
-10
Closed -$435 – 1098
2024
Q3 		$435 Hold
10
– – ﹤0.01% 1016
2024
Q2 		$422 Hold
10
– – ﹤0.01% 1002
2024
Q1 		$426 Buy
+10
New +$423 ﹤0.01% 998

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AssetMark Inc
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carolinas Wealth Consulting's SHYG Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 10 shares — an estimated $435 sold.

Carolinas Wealth Consulting first reported a position in SHYG in Q1 2024 and held it in 3 quarters. The position peaked at $435 in Q3 2024. 542 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $435.
  • Carolinas Wealth Consulting first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $435 in Q3 2024.
  • 542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.