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

Horan Securities’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
Q3 		– Sell
-138
Closed -$5.72K – 555
2023
Q2 		$5.72K Hold
138
– – ﹤0.01% 455
2023
Q1 		$5.75K Buy
138
+72
+109% +$2.98K ﹤0.01% 448
2022
Q4 		$2.7K Buy
+66
New +$2.7K ﹤0.01% 523

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Horan Securities's SHYG Position: Q3 2023 in Review

Horan Securities sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2023, closing a stake of 138 shares — an estimated $5.72K sold.

Horan Securities first reported a position in SHYG in Q4 2022 and held it in 3 quarters. The position peaked at $5.75K in Q1 2023. 468 funds tracked by Wall St. Rank hold SHYG as of Q3 2023.

  • Horan Securities reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 138 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2023, an estimated $5.72K.
  • Horan Securities first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Horan Securities's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.75K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.