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

Elevation Wealth Partners’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 Q1	–	Sell	-642	Closed	-$26.3K	–	501
2023 Q4	$26.3K	Hold	642	–	–	0.02%	262
2023 Q3	$26.3K	Sell	642 -732	-53%	-$30.2K	0.02%	195
2023 Q2	$57K	Sell	1,374 -1,325	-49%	-$54.6K	0.05%	139
2023 Q1	$112K	Buy	+2,699	New	+$112K	0.1%	91

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Elevation Wealth Partners's SHYG Position: Q1 2024 in Review

Elevation Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 642 shares — an estimated $26.3K sold.

Elevation Wealth Partners first reported a position in SHYG in Q1 2023 and held it in 4 quarters. The position peaked at $112K in Q1 2023. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

Elevation Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Elevation Wealth Partners sold 642 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $26.3K.
Elevation Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
Elevation Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $112K in Q1 2023.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.