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Hobbs Group Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Hobbs Group Advisors’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
Q4 		– Sell
-647
Closed -$28.1K – 531
2024
Q3 		$28.1K Hold
647
– – 0.01% 301
2024
Q2 		$27.3K Buy
+647
New +$27.2K 0.01% 277
2023
Q4 		$40.6K Buy
+961
New +$39.6K 0.02% 232

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hobbs Group Advisors's SHYG Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 647 shares — an estimated $28.1K sold.

Hobbs Group Advisors first reported a position in SHYG in Q4 2023 and held it in 3 quarters. The position peaked at $40.6K in Q4 2023. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Hobbs Group Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 647 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $28.1K.
  • Hobbs Group Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $40.6K in Q4 2023.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.