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SHYG icon

Gradient Investments’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Gradient Investments’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
Q3 		– Sell
-701
Closed -$29.6K – 1100
2024
Q2 		$29.6K Sell
701
-78
-10% -$3.28K ﹤0.01% 574
2024
Q1 		$33.1K Sell
779
-731
-48% -$30.9K ﹤0.01% 472
2023
Q4 		$63.8K Buy
1,510
+320
+27% +$13.2K ﹤0.01% 495
2023
Q3 		$48.8K Sell
1,190
-97
-8% -$4.01K ﹤0.01% 512
2023
Q2 		$53.3K Sell
1,287
-53
-4% -$2.18K ﹤0.01% 492
2023
Q1 		$55.9K Sell
1,340
-1,235
-48% -$51.1K ﹤0.01% 478
2022
Q4 		$105K Sell
2,575
-42
-2% -$1.72K ﹤0.01% 383
2022
Q3 		$105K Sell
2,617
-1,272
-33% -$52.6K ﹤0.01% 361
2022
Q2 		$158K Sell
3,889
-2,983
-43% -$126K ﹤0.01% 319
2022
Q1 		$302K Sell
6,872
-918,239
-99% -$40.7M 0.01% 258
2021
Q4 		$41.9M Buy
925,111
+127,542
+16% +$5.78M 1.06% 20
2021
Q3 		$36.4M Buy
797,569
+90,990
+13% +$4.16M 1.02% 22
2021
Q2 		$32.5M Buy
706,579
+69,371
+11% +$3.18M 0.95% 21
2021
Q1 		$29.2M Sell
637,208
-144,970
-19% -$6.6M 0.95% 20
2020
Q4 		$34.4M Sell
782,178
-4,336
-0.6% -$194K 1.46% 13
2020
Q3 		$34.6M Buy
786,514
+27,572
+4% +$1.21M 1.45% 13
2020
Q2 		$32.6M Sell
758,942
-10,248
-1% -$433K 1.48% 13
2020
Q1 		$31.4M Buy
769,190
+104,192
+16% +$4.67M 1.69% 13
2019
Q4 		$30.9M Buy
664,998
+24,416
+4% +$1.13M 1.38% 11
2019
Q3 		$29.8M Buy
640,582
+48,994
+8% +$2.27M 1.46% 12
2019
Q2 		$27.6M Buy
591,588
+133,406
+29% +$6.21M 1.42% 11
2019
Q1 		$21.4M Sell
458,182
-106,443
-19% -$4.91M 1.38% 13
2018
Q4 		$25.2M Buy
564,625
+76,162
+16% +$3.49M 1.51% 9
2018
Q3 		$23M Buy
488,463
+21,669
+5% +$1.01M 1.18% 13
2018
Q2 		$21.8M Buy
466,794
+40,819
+10% +$1.91M 1.16% 12
2018
Q1 		$19.9M Buy
425,975
+386,092
+968% +$18.1M 1.08% 12
2017
Q4 		$1.88M Buy
+39,883
New +$1.89M 0.11% 99
2017
Q3 		– Sell
-64
Closed -$3K – 629
2017
Q2 		$3K Buy
+64
New +$3.06K ﹤0.01% 657
2016
Q2 		– Sell
-354
Closed -$16K – 783
2016
Q1 		$16K Buy
+354
New +$15.6K ﹤0.01% 379

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments's SHYG Position: Q3 2024 in Review

Gradient Investments sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 701 shares — an estimated $29.6K sold.

Gradient Investments first reported a position in SHYG in Q1 2016 and held it in 29 quarters. The position peaked at $41.9M in Q4 2021. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Gradient Investments reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 701 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $29.6K.
  • Gradient Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 29 quarters.
  • Gradient Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $41.9M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.