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SHYG icon

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

Diversified’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 		$370K Buy
8,528
+42
+0.5% +$1.79K 0.04% 153
2024
Q2 		$358K Sell
8,486
-274
-3% -$11.5K 0.04% 148
2024
Q1 		$373K Buy
8,760
+3,002
+52% +$127K 0.05% 105
2023
Q4 		$243K Buy
+5,758
New +$237K 0.05% 128

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $5.29B AUM 8.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Diversified's SHYG Position: Q3 2024 in Review

Diversified increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.49% in Q3 2024, buying an estimated $1.79K and bringing the position to 8,528 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #153.

Diversified first reported a position in SHYG in Q4 2023 and has held it in 4 quarters since. The position peaked at $373K in Q1 2024. 517 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Diversified held 8,528 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $370K as of Q3 2024.
  • Diversified bought 42 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $1.79K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Diversified's portfolio in Q3 2024, its #153 holding.
  • Diversified first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Diversified's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $373K in Q1 2024.
  • 517 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.