Heritage Wealth Management (Arizona)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Heritage Wealth Management (Arizona)’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	$981K	Buy	23,247 +10,998	+90%	+$463K	0.54%	40
2024 Q1	$521K	Buy	12,249 +314	+3%	+$13.3K	0.27%	80
2023 Q4	$504K	Buy	+11,935	New	+$492K	0.27%	81
2022 Q4	$1.34M	Buy	32,867 +16,003	+95%	+$655K	0.19%	83
2022 Q3	$674K	Buy	16,864 +1,222	+8%	+$50.5K	0.22%	76
2022 Q2	$634K	Buy	15,642 +13,014	+495%	+$550K	0.21%	83
2022 Q1	$116K	Buy	+2,628	New	+$116K	0.03%	350
2021 Q3	$270K	Sell	5,898 -3,600	-38%	-$165K	0.1%	169
2021 Q2	$437K	Sell	9,498 -8,106	-46%	-$372K	0.17%	102
2021 Q1	$806K	Buy	+17,604	New	+$801K	0.45%	53

Other funds holding SHYG

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Empower Advisory Group

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

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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