Cornerstone Planning Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-313	Closed	-$13.2K	–	1356
2024 Q2	$13.2K	Sell	313 -2	-0.6%	-$84	﹤0.01%	383
2024 Q1	$13.3K	Sell	315 -441	-58%	-$18.7K	﹤0.01%	356
2023 Q4	$31.9K	Sell	756 -103	-12%	-$4.25K	0.01%	251
2023 Q3	$35.2K	Sell	859 -53	-6%	-$2.19K	0.01%	224
2023 Q2	$37.8K	Buy	+912	New	+$37.6K	0.01%	294
2022 Q4	$315K	Buy	+7,523	New	+$308K	0.13%	75

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Planning Group's SHYG Position: Q3 2024 in Review

Cornerstone Planning Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 313 shares — an estimated $13.2K sold.

Cornerstone Planning Group first reported a position in SHYG in Q4 2022 and held it in 6 quarters. The position peaked at $315K in Q4 2022. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

Cornerstone Planning Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Cornerstone Planning Group sold 313 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $13.2K.
Cornerstone Planning Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Cornerstone Planning Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $315K in Q4 2022.
516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.