CWM
SHYG icon

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

Curi 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
Q1 		– Sell
-13,569
Closed -$573K – 129
2023
Q4 		$573K Sell
13,569
-1,307
-9% -$53.9K 0.08% 81
2023
Q3 		$610K Buy
14,876
+141
+1% +$5.82K 0.09% 76
2023
Q2 		$611K Sell
14,735
-613
-4% -$25.3K 0.08% 88
2023
Q1 		$640K Sell
15,348
-98,892
-87% -$4.09M 0.09% 92
2022
Q4 		$4.67M Sell
114,240
-36,564
-24% -$1.5M 0.66% 44
2022
Q3 		$6.02M Buy
150,804
+22,724
+18% +$939K 1% 36
2022
Q2 		$5.19M Buy
128,080
+15,441
+14% +$653K 1% 38
2022
Q1 		$4.95M Buy
112,639
+8,747
+8% +$387K 0.86% 41
2021
Q4 		$4.71M Buy
103,892
+14,550
+16% +$659K 0.81% 35
2021
Q3 		$4.08M Buy
89,342
+14,836
+20% +$679K 1.88% 14
2021
Q2 		$3.43M Buy
74,506
+15,467
+26% +$709K 1.72% 15
2021
Q1 		$2.7M Buy
59,039
+6,071
+11% +$276K 1.71% 15
2020
Q4 		$2.41M Buy
+52,968
New +$2.37M 1.74% 12

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

Curi Wealth Management's SHYG Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 13,569 shares — an estimated $573K sold.

Curi Wealth Management first reported a position in SHYG in Q4 2020 and held it in 13 quarters. The position peaked at $6.02M in Q3 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 13,569 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $573K.
  • Curi Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.02M in Q3 2022.
  • 501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.