Guardian Wealth Advisors (North Carolina)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q2	–	Sell	-87	Closed	-$3.7K	–	463
2024 Q1	$3.7K	Hold	87	–	–	﹤0.01%	414
2023 Q4	$3.67K	Hold	87	–	–	﹤0.01%	400
2023 Q3	$3.57K	Sell	87 -174	-67%	-$7.19K	﹤0.01%	382
2023 Q2	$10.8K	Hold	261	–	–	﹤0.01%	342
2023 Q1	$10.9K	Hold	261	–	–	﹤0.01%	336
2022 Q4	$10.7K	Buy	+261	New	+$10.7K	﹤0.01%	318

Other funds holding SHYG

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s SHYG Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 87 shares — an estimated $3.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SHYG in Q4 2022 and held it in 6 quarters. The position peaked at $10.9K in Q1 2023. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 87 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $3.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $10.9K in Q1 2023.
510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.