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Foster Dykema Cabot & Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Foster Dykema Cabot & Partners’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
Q4 		– Sell
-916
Closed -$39.8K – 471
2024
Q3 		$39.8K Buy
916
+166
+22% +$7.09K ﹤0.01% 239
2024
Q2 		$31.6K Sell
750
-119
-14% -$5.01K ﹤0.01% 199
2024
Q1 		$37K Buy
869
+745
+601% +$31.5K ﹤0.01% 194
2023
Q4 		$5.24K Buy
+124
New +$5.11K ﹤0.01% 238

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Dykema Cabot & Partners's SHYG Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 916 shares — an estimated $39.8K sold.

Foster Dykema Cabot & Partners first reported a position in SHYG in Q4 2023 and held it in 4 quarters. The position peaked at $39.8K in Q3 2024. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Foster Dykema Cabot & Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 916 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $39.8K.
  • Foster Dykema Cabot & Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Foster Dykema Cabot & Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $39.8K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.