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

Financial Management Professionals’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	–	Sell	-120	Closed	-$5K	–	1029
2024 Q2	$5K	Hold	120	–	–	﹤0.01%	597
2024 Q1	$5K	Hold	120	–	–	﹤0.01%	654
2023 Q4	$5K	Buy	+120	New	+$4.95K	﹤0.01%	658
2021 Q3	–	Sell	-50	Closed	-$2K	–	1028
2021 Q2	$2K	Buy	+50	New	+$2.29K	﹤0.01%	700

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Financial Management Professionals's SHYG Position: Q3 2024 in Review

Financial Management Professionals sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 120 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in SHYG in Q2 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2024. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

Financial Management Professionals reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Financial Management Professionals sold 120 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $5K.
Financial Management Professionals first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Financial Management Professionals's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5K in Q2 2024.
516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Financial Management Professionals's 13F filing for Q3 2024, filed 24 Oct 2024.