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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SHYG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 90% in Q2 2024, buying an estimated $463K and bringing the position to 23,247 shares worth $981K. The position accounts for 0.54% of the portfolio, ranked #40.

Heritage Wealth Management (Arizona) first reported a position in SHYG in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2022. 511 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

Heritage Wealth Management (Arizona) held 23,247 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $981K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 10,998 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $463K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.54% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #40 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.34M in Q4 2022.
511 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.