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

Certus 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
2023
Q3 		– Sell
-6,825
Closed -$283K – 61
2023
Q2 		$283K Buy
+6,825
New +$281K 0.28% 53

Other funds holding SHYG

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Certus Wealth Management's SHYG Position: Q3 2023 in Review

Certus Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 6,825 shares — an estimated $283K sold.

Certus Wealth Management first reported a position in SHYG in Q2 2023 and held it in 1 quarter. The position peaked at $283K in Q2 2023. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

  • Certus Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Certus Wealth Management sold 6,825 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $283K.
  • Certus Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Certus Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $283K in Q2 2023.
  • 468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Certus Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.