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

Eldridge Investment Advisors’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
-27,400
Closed -$1.19M – 151
2024
Q3 		$1.19M Buy
+27,400
New +$1.17M 0.28% 70

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 $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Eldridge Investment Advisors's SHYG Position: Q4 2024 in Review

Eldridge Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 27,400 shares — an estimated $1.19M sold.

Eldridge Investment Advisors first reported a position in SHYG in Q3 2024 and held it in 1 quarter. The position peaked at $1.19M in Q3 2024. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Eldridge Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 27,400 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $1.19M.
  • Eldridge Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Eldridge Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.19M in Q3 2024.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Eldridge Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.