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

Cedar 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
Q4 		– Sell
-305
Closed -$13.2K – 240
2024
Q3 		$13.2K Buy
305
+304
+30,400% +$13K ﹤0.01% 208
2024
Q2 		$42 Hold
1
– – ﹤0.01% 302
2024
Q1 		$43 Sell
1
-1
-50% -$42 ﹤0.01% 344
2023
Q4 		$84 Buy
2
+1
+100% +$41 ﹤0.01% 281
2023
Q3 		$41 Buy
+1
New +$41 ﹤0.01% 291
2022
Q4 		– Sell
-4,163
Closed -$166K – 331
2022
Q3 		$166K Buy
4,163
+2,686
+182% +$111K 0.08% 108
2022
Q2 		$60K Sell
1,477
-2,157
-59% -$91.2K 0.03% 158
2022
Q1 		$160K Buy
3,634
+82
+2% +$3.63K 0.06% 127
2021
Q4 		$161K Hold
3,552
– – 0.07% 132
2021
Q3 		$162K Hold
3,552
– – 0.07% 114
2021
Q2 		$164K Hold
3,552
– – 0.07% 114
2021
Q1 		$163K Hold
3,552
– – 0.08% 106
2020
Q4 		$161K Hold
3,552
– – 0.09% 97
2020
Q3 		$156K Sell
3,552
-463
-12% -$20.3K 0.1% 97
2020
Q2 		$172K Sell
4,015
-604
-13% -$25.5K 0.12% 85
2020
Q1 		$189K Buy
4,619
+4,522
+4,662% +$203K 0.13% 79
2019
Q4 		$5K Buy
+97
New +$4.48K ﹤0.01% 156

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Wealth Management's SHYG Position: Q4 2024 in Review

Cedar Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 305 shares — an estimated $13.2K sold.

Cedar Wealth Management first reported a position in SHYG in Q4 2019 and held it in 17 quarters. The position peaked at $189K in Q1 2020. 543 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Cedar Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 305 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $13.2K.
  • Cedar Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 17 quarters.
  • Cedar Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $189K in Q1 2020.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.