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

Freedom 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
2024
Q4 		– Sell
-10,930
Closed -$475K – 816
2024
Q3 		$475K Sell
10,930
-475
-4% -$20.3K 0.04% 453
2024
Q2 		$481K Buy
11,405
+1,560
+16% +$65.7K 0.04% 433
2024
Q1 		$419K Sell
9,845
-4,500
-31% -$190K 0.03% 489
2023
Q4 		$606K Buy
+14,345
New +$592K 0.05% 387
2023
Q1 		– Sell
-4,988
Closed -$204K – 785
2022
Q4 		$204K Buy
+4,988
New +$204K 0.02% 659

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 $4.62B AUM 29.71% 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

Freedom Investment Management's SHYG Position: Q4 2024 in Review

Freedom Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 10,930 shares — an estimated $475K sold.

Freedom Investment Management first reported a position in SHYG in Q4 2022 and held it in 5 quarters. The position peaked at $606K in Q4 2023. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Freedom Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 10,930 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $475K.
  • Freedom Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
  • Freedom Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $606K in Q4 2023.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.