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Fort Sheridan Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Fort Sheridan Advisors’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
-9,457
Closed -$388K – 210
2023
Q3 		$388K Buy
9,457
+251
+3% +$10.4K 0.09% 132
2023
Q2 		$382K Buy
9,206
+1
+0% +$41 0.09% 135
2023
Q1 		$384K Buy
9,205
+1,609
+21% +$66.6K 0.1% 132
2022
Q4 		$311K Sell
7,596
-799
-10% -$32.7K 0.1% 136
2022
Q3 		$335K Buy
8,395
+2,001
+31% +$82.7K 0.11% 125
2022
Q2 		$259K Buy
6,394
+147
+2% +$6.22K 0.08% 151
2022
Q1 		$275K Sell
6,247
-8,668
-58% -$384K 0.08% 153
2021
Q4 		$676K Buy
14,915
+6,249
+72% +$283K 0.2% 85
2021
Q3 		$396K Buy
8,666
+437
+5% +$20K 0.13% 117
2021
Q2 		$379K Buy
8,229
+2
+0% +$92 0.13% 115
2021
Q1 		$377K Buy
+8,227
New +$375K 0.15% 94

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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 $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Fort Sheridan Advisors's SHYG Position: Q4 2023 in Review

Fort Sheridan Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 9,457 shares — an estimated $388K sold.

Fort Sheridan Advisors first reported a position in SHYG in Q1 2021 and held it in 11 quarters. The position peaked at $676K in Q4 2021. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • Fort Sheridan Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Fort Sheridan Advisors sold 9,457 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $388K.
  • Fort Sheridan Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and held it in 11 quarters.
  • Fort Sheridan Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $676K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Fort Sheridan Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.