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

Foster & Motley’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
Q3 		– Sell
-5,885
Closed -$244K – 386
2023
Q2 		$244K Sell
5,885
-525
-8% -$21.6K 0.02% 360
2023
Q1 		$267K Buy
6,410
+425
+7% +$17.6K 0.02% 342
2022
Q4 		$245K Buy
+5,985
New +$245K 0.02% 344

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Foster & Motley's SHYG Position: Q3 2023 in Review

Foster & Motley sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 5,885 shares — an estimated $244K sold.

Foster & Motley first reported a position in SHYG in Q4 2022 and held it in 3 quarters. The position peaked at $267K in Q1 2023. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

  • Foster & Motley reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Foster & Motley sold 5,885 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $244K.
  • Foster & Motley first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Foster & Motley's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $267K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Foster & Motley's 13F filing for Q3 2023, filed 24 Oct 2023.