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Cetera Advisor Networks’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cetera Advisor Networks’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
Q1 		$7.38M Sell
173,557
-1,943
-1% -$82.2K 0.04% 476
2023
Q4 		$7.41M Buy
175,500
+28,437
+19% +$1.17M 0.04% 427
2023
Q3 		$6.03M Sell
147,063
-4,557
-3% -$188K 0.04% 447
2023
Q2 		$6.28M Buy
151,620
+5,302
+4% +$218K 0.04% 413
2023
Q1 		$6.1M Sell
146,318
-401,655
-73% -$16.6M 0.05% 410
2022
Q4 		$22.4M Buy
547,973
+529,457
+2,859% +$21.7M 0.18% 127
2022
Q3 		$740K Sell
18,516
-12,826
-41% -$530K 0.01% 1061
2022
Q2 		$1.27M Buy
31,342
+5,347
+21% +$226K 0.02% 779
2022
Q1 		$1.14M Sell
25,995
-22,736
-47% -$1.01M 0.01% 848
2021
Q4 		$2.21M Sell
48,731
-7,075
-13% -$321K 0.03% 565
2021
Q3 		$2.55M Sell
55,806
-464
-0.8% -$21.2K 0.03% 474
2021
Q2 		$2.59M Buy
56,270
+16,864
+43% +$773K 0.04% 449
2021
Q1 		$1.8M Sell
39,406
-24,764
-39% -$1.13M 0.04% 388
2020
Q4 		$2.92M Buy
64,170
+8,170
+15% +$365K 0.07% 262
2020
Q3 		$2.46M Sell
56,000
-8,546
-13% -$376K 0.06% 263
2020
Q2 		$2.77M Buy
64,546
+32,630
+102% +$1.38M 0.07% 242
2020
Q1 		$1.3M Buy
+31,916
New +$1.43M 0.04% 347
2018
Q4 		– Sell
-5,527
Closed -$261K – 1137
2018
Q3 		$261K Buy
+5,527
New +$259K 0.01% 924

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
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

Cetera Advisor Networks's SHYG Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.1% in Q1 2024, selling an estimated $82.2K and leaving 173,557 shares worth $7.38M. The position accounts for 0.04% of the portfolio, ranked #476.

Cetera Advisor Networks first reported a position in SHYG in Q3 2018 and has held it in 18 quarters since. The position peaked at $22.4M in Q4 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

  • Cetera Advisor Networks held 173,557 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.38M as of Q1 2024.
  • Cetera Advisor Networks sold 1,943 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $82.2K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #476 holding.
  • Cetera Advisor Networks first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and has held it in 18 quarters since.
  • Cetera Advisor Networks's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $22.4M in Q4 2022.
  • 501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.