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

Family Asset 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 		$15.2K Hold
350
– – 0.01% 172
2024
Q2 		$14.8K Buy
+350
New +$14.7K 0.01% 177

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

Family Asset Management's SHYG Position: Q3 2024 in Review

Family Asset Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2024 at 350 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #172.

Family Asset Management first reported a position in SHYG in Q2 2024 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Family Asset Management held 350 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $15.2K as of Q3 2024.
  • Family Asset 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 Family Asset Management's portfolio in Q3 2024, its #172 holding.
  • Family Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.