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

Evermay Wealth Management’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 		– Hold
0
– – – 588
2024
Q2 		– Sell
-73,023
Closed -$3.07M – 609
2024
Q1 		$3.11M Buy
+73,023
New +$3.09M 0.47% 29

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
BI
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evermay Wealth Management's SHYG Position: Q3 2024 in Review

Evermay Wealth Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Evermay Wealth Management first reported a position in SHYG in Q1 2024 and has held it in 1 quarter since. The position peaked at $3.11M in Q1 2024. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Evermay Wealth Management held 0 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1 as of Q3 2024.
  • Evermay Wealth Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q3 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2024, its #588 holding.
  • Evermay Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 1 quarter since.
  • Evermay Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.11M in Q1 2024.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.