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

HeadInvest LLC’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
2023
Q4 		– Sell
-1,474
Closed -$59.9K – 608
2023
Q3 		$59.9K Buy
+1,474
New +$60.9K 0.01% 325

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

HeadInvest LLC's SHYG Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 1,474 shares — an estimated $59.9K sold.

HeadInvest LLC first reported a position in SHYG in Q3 2023 and held it in 1 quarter. The position peaked at $59.9K in Q3 2023. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 1,474 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $59.9K.
  • HeadInvest LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $59.9K in Q3 2023.
  • 503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.