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

Econ Financial Services’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	-8,665	Closed	-$376K	–	105
2024 Q3	$376K	Sell	8,665 -17,695	-67%	-$756K	0.21%	62
2024 Q2	$1.11M	Buy	26,360 +16	+0.1%	+$674	0.69%	54
2024 Q1	$1.12M	Sell	26,344 -26,462	-50%	-$1.12M	0.7%	52
2023 Q4	$2.23M	Buy	52,806 +1,241	+2%	+$51.2K	1.57%	20
2023 Q3	$2.12M	Sell	51,565 -67,073	-57%	-$2.77M	1.54%	16
2023 Q2	$4.92M	Buy	118,638 +7,698	+7%	+$317K	3.47%	3
2023 Q1	$4.62M	Buy	+110,940	New	+$4.59M	3.5%	3

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 $58.2B AUM 22.78% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Econ Financial Services's SHYG Position: Q4 2024 in Review

Econ Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 8,665 shares — an estimated $376K sold.

Econ Financial Services first reported a position in SHYG in Q1 2023 and held it in 7 quarters. The position peaked at $4.92M in Q2 2023. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Econ Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Econ Financial Services sold 8,665 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $376K.
Econ Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 7 quarters.
Econ Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.92M in Q2 2023.
541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Econ Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.