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

DB Wealth Management 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
2023
Q4 		$2.53M Buy
59,913
+15,629
+35% +$645K 1.44% 18
2023
Q3 		$1.82M Sell
44,284
-301
-0.7% -$12.4K 1.15% 22
2023
Q2 		$1.85M Buy
44,585
+92
+0.2% +$3.79K 1.13% 21
2023
Q1 		$1.85M Buy
44,493
+1,528
+4% +$63.3K 1.17% 20
2022
Q4 		$1.76M Sell
42,965
-2,558
-6% -$105K 1.14% 20
2022
Q3 		$1.82M Buy
45,523
+2,095
+5% +$86.6K 1.3% 20
2022
Q2 		$1.76M Buy
43,428
+3,468
+9% +$147K 1.2% 22
2022
Q1 		$1.76M Buy
39,960
+899
+2% +$39.8K 1.06% 25
2021
Q4 		$1.77M Buy
39,061
+740
+2% +$33.5K 1.05% 31
2021
Q3 		$1.75M Buy
38,321
+6,218
+19% +$284K 1.13% 27
2021
Q2 		$1.48M Buy
32,103
+19,461
+154% +$892K 0.95% 33
2021
Q1 		$579K Buy
12,642
+11,746
+1,311% +$535K 0.4% 54
2020
Q4 		$41K Buy
+896
New +$40K 0.03% 163

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

DB Wealth Management Group's SHYG Position: Q4 2023 in Review

DB Wealth Management Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 35% in Q4 2023, buying an estimated $645K and bringing the position to 59,913 shares worth $2.53M. The position accounts for 1.44% of the portfolio, ranked #18.

DB Wealth Management Group first reported a position in SHYG in Q4 2020 and has held it in 13 quarters since. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • DB Wealth Management Group held 59,913 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.53M as of Q4 2023.
  • DB Wealth Management Group bought 15,629 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $645K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.44% of DB Wealth Management Group's portfolio in Q4 2023, its #18 holding.
  • DB Wealth Management Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
  • 503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.