Horst & Graben Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Horst & Graben Wealth Management’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	-6,363	Closed	-$261K	–	150
2023 Q3	$261K	Sell	6,363 -4,795	-43%	-$198K	0.06%	110
2023 Q2	$463K	Sell	11,158 -41,902	-79%	-$1.73M	0.11%	75
2023 Q1	$2.21M	Sell	53,060 -123,958	-70%	-$5.13M	0.55%	29
2022 Q4	$7.24M	Buy	177,018 +171,120	+2,901%	+$7M	1.89%	13
2022 Q3	$236K	Buy	5,898 +398	+7%	+$16.5K	0.07%	110
2022 Q2	$223K	Buy	+5,500	New	+$233K	0.06%	120
2021 Q2	–	Sell	-12,218	Closed	-$560K	–	138
2021 Q1	$560K	Sell	12,218 -91,715	-88%	-$4.18M	0.18%	73
2020 Q4	$4.72M	Buy	103,933 +22,493	+28%	+$1M	1.63%	16
2020 Q3	$3.58M	Buy	81,440 +20,614	+34%	+$906K	1.39%	17
2020 Q2	$2.61M	Buy	60,826 +21,832	+56%	+$922K	1.15%	18
2020 Q1	$1.59M	Buy	+38,994	New	+$1.75M	0.84%	17

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Horst & Graben Wealth Management's SHYG Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 6,363 shares — an estimated $261K sold.

Horst & Graben Wealth Management first reported a position in SHYG in Q1 2020 and held it in 11 quarters. The position peaked at $7.24M in Q4 2022. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Horst & Graben Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Horst & Graben Wealth Management sold 6,363 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $261K.
Horst & Graben Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Horst & Graben Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.24M in Q4 2022.
503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.