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

Donoghue Forlines’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
Q4 		– Sell
-64,946
Closed -$2.82M – 251
2024
Q3 		$2.82M Buy
64,946
+763
+1% +$32.6K 0.8% 20
2024
Q2 		$2.71M Sell
64,183
-150
-0.2% -$6.32K 0.77% 18
2024
Q1 		$2.74M Sell
64,333
-14,715
-19% -$623K 0.78% 20
2023
Q4 		$3.34M Buy
79,048
+62,526
+378% +$2.58M 1.05% 12
2023
Q3 		$678K Sell
16,522
-71,709
-81% -$2.96M 0.24% 136
2023
Q2 		$3.66M Sell
88,231
-11,955
-12% -$493K 1.14% 15
2023
Q1 		$4.18M Sell
100,186
-16,823
-14% -$697K 1.5% 12
2022
Q4 		$4.78M Sell
117,009
-8,248
-7% -$337K 1.69% 10
2022
Q3 		$5M Buy
125,257
+20,269
+19% +$838K 1.81% 11
2022
Q2 		$4.26M Sell
104,988
-9,661
-8% -$409K 1.11% 13
2022
Q1 		$5.04M Sell
114,649
-936,322
-89% -$41.5M 1.09% 14
2021
Q4 		$47.6M Buy
1,050,971
+35,196
+3% +$1.6M 8.05% 1
2021
Q3 		$46.4M Sell
1,015,775
-14,599
-1% -$668K 8.99% 1
2021
Q2 		$47.5M Buy
1,030,374
+266,391
+35% +$12.2M 8.87% 1
2021
Q1 		$35M Sell
763,983
-51,491
-6% -$2.34M 6.79% 1
2020
Q4 		$37.1M Buy
815,474
+484,900
+147% +$21.7M 7.16% 1
2020
Q3 		$14.5M Sell
330,574
-36,376
-10% -$1.6M 3.98% 3
2020
Q2 		$15.7M Buy
+366,950
New +$15.5M 4.11% 7
2020
Q1 		– Sell
-778,590
Closed -$36.1M – 130
2019
Q4 		$36.1M Buy
778,590
+283,258
+57% +$13.1M 5.61% 3
2019
Q3 		$23M Sell
495,332
-25,074
-5% -$1.16M 3.28% 5
2019
Q2 		$24.3M Buy
520,406
+85,314
+20% +$3.97M 2.84% 4
2019
Q1 		$20.3M Sell
435,092
-17,381
-4% -$802K 2.02% 8
2018
Q4 		$20.2M Buy
+452,473
New +$20.8M 1.81% 14

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Donoghue Forlines's SHYG Position: Q4 2024 in Review

Donoghue Forlines sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 64,946 shares — an estimated $2.82M sold.

Donoghue Forlines first reported a position in SHYG in Q4 2018 and held it in 23 quarters. The position peaked at $47.6M in Q4 2021. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Donoghue Forlines reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 64,946 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $2.82M.
  • Donoghue Forlines first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 23 quarters.
  • Donoghue Forlines's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $47.6M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.