FEM
SHYG icon

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

Fulcrum Equity 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
-7,995
Closed -$347K – 150
2024
Q3 		$347K Buy
7,995
+179
+2% +$7.65K 0.29% 104
2024
Q2 		$330K Sell
7,816
-263
-3% -$11.1K 0.3% 99
2024
Q1 		$344K Sell
8,079
-2,178
-21% -$92.2K 0.41% 78
2023
Q4 		$433K Buy
+10,257
New +$423K 0.54% 48

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

Fulcrum Equity Management's SHYG Position: Q4 2024 in Review

Fulcrum Equity Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 7,995 shares — an estimated $347K sold.

Fulcrum Equity Management first reported a position in SHYG in Q4 2023 and held it in 4 quarters. The position peaked at $433K in Q4 2023. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Fulcrum Equity Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 7,995 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $347K.
  • Fulcrum Equity Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Fulcrum Equity Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $433K 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 Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.