Great Lakes Retirement’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Great Lakes Retirement’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	-610	Closed	-$25.8K	–	567
2024 Q2	$25.8K	Buy	+610	New	+$25.7K	﹤0.01%	386
2024 Q1	–	Sell	-33,961	Closed	-$1.43M	–	233
2023 Q4	$1.43M	Sell	33,961 -11,247	-25%	-$464K	0.24%	88
2023 Q3	$1.85M	Sell	45,208 -4,383	-9%	-$181K	0.33%	58
2023 Q2	$2.06M	Sell	49,591 -3,117	-6%	-$128K	0.36%	52
2023 Q1	$2.2M	Buy	+52,708	New	+$2.18M	0.41%	47

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Lakes Retirement's SHYG Position: Q3 2024 in Review

Great Lakes Retirement sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 610 shares — an estimated $25.8K sold.

Great Lakes Retirement first reported a position in SHYG in Q1 2023 and held it in 5 quarters. The position peaked at $2.2M in Q1 2023. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

Great Lakes Retirement reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 610 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $25.8K.
Great Lakes Retirement first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Great Lakes Retirement's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.2M in Q1 2023.
516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.