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Centerpoint Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Centerpoint Advisors’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
2023
Q4 		– Sell
-103
Closed -$4K – 579
2023
Q3 		$4K Sell
103
-1,486
-94% -$61.4K ﹤0.01% 408
2023
Q2 		$66K Hold
1,589
– – 0.03% 147
2023
Q1 		$66K Buy
1,589
+1,486
+1,443% +$61.5K 0.03% 139
2022
Q4 		$4K Buy
+103
New +$4.21K ﹤0.01% 364

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Centerpoint Advisors's SHYG Position: Q4 2023 in Review

Centerpoint Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 103 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in SHYG in Q4 2022 and held it in 4 quarters. The position peaked at $66K in Q2 2023. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • Centerpoint Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 103 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $4K.
  • Centerpoint Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
  • Centerpoint Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $66K in Q2 2023.
  • 503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.