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Financial Advocates Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Financial Advocates Investment 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
2023
Q4 		– Sell
-22,729
Closed -$868K – 777
2023
Q3 		$868K Buy
+22,729
New +$939K 0.06% 296
2023
Q2 		– Sell
-11,831
Closed -$493K – 770
2023
Q1 		$493K Sell
11,831
-13,088
-53% -$542K 0.04% 436
2022
Q4 		$1.02M Buy
24,919
+11,161
+81% +$457K 0.08% 284
2022
Q3 		$766K Buy
13,758
+3,423
+33% +$142K 0.06% 310
2022
Q2 		$420K Sell
10,335
-3,420
-25% -$145K 0.03% 431
2022
Q1 		$604K Sell
13,755
-925
-6% -$41K 0.04% 403
2021
Q4 		$665K Buy
14,680
+394
+3% +$17.9K 0.04% 419
2021
Q3 		$653K Buy
14,286
+84
+0.6% +$3.84K 0.04% 414
2021
Q2 		$655K Sell
14,202
-2,124
-13% -$97.3K 0.04% 420
2021
Q1 		$748K Sell
16,326
-230
-1% -$10.5K 0.05% 387
2020
Q4 		$761K Sell
16,556
-15,756
-49% -$704K 0.05% 359
2020
Q3 		$1.42M Sell
32,312
-640
-2% -$28.1K 0.12% 185
2020
Q2 		$1.41M Buy
32,952
+5,357
+19% +$226K 0.13% 188
2020
Q1 		$1.13M Buy
27,595
+10,439
+61% +$468K 0.16% 166
2019
Q4 		$797K Buy
17,156
+11,790
+220% +$545K 0.08% 239
2019
Q3 		$249K Sell
5,366
-310
-5% -$14.4K 0.03% 414
2019
Q2 		$265K Sell
5,676
-41
-0.7% -$1.91K 0.03% 391
2019
Q1 		$267K Sell
5,717
-2,135
-27% -$98.6K 0.03% 381
2018
Q4 		$350K Buy
7,852
+3,470
+79% +$159K 0.05% 306
2018
Q3 		$206K Buy
4,382
+59
+1% +$2.76K 0.02% 477
2018
Q2 		$201K Buy
+4,323
New +$202K 0.02% 465

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 $41.9B AUM 18.91% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Financial Advocates Investment Management's SHYG Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 22,729 shares — an estimated $868K sold.

Financial Advocates Investment Management first reported a position in SHYG in Q2 2018 and held it in 21 quarters. The position peaked at $1.42M in Q3 2020. 504 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,729 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $868K.
  • Financial Advocates Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 21 quarters.
  • Financial Advocates Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.42M in Q3 2020.
  • 504 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.