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

CarsonAllaria 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
Q2 		– Sell
-120
Closed -$5.11K – 407
2024
Q1 		$5.11K Buy
+120
New +$5.08K ﹤0.01% 295

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Empower Advisory Group
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AssetMark Inc
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JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
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
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

CarsonAllaria Wealth Management's SHYG Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 120 shares — an estimated $5.11K sold.

CarsonAllaria Wealth Management first reported a position in SHYG in Q1 2024 and held it in 1 quarter. The position peaked at $5.11K in Q1 2024. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 120 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $5.11K.
  • CarsonAllaria Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.11K 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 CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.