Householder Group Estate & Retirement Specialist’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Householder Group Estate & Retirement Specialist’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	-9	Closed	–	–	1106
2024 Q3	$0	Buy	+9	New	+$385	﹤0.01%	1305
2024 Q2	–	Sell	-9	Closed	-$383	–	1320
2024 Q1	$383	Sell	9 -18	-67%	-$762	﹤0.01%	1176
2023 Q4	$1K	Hold	27	–	–	﹤0.01%	1087
2023 Q3	$1.11K	Buy	+27	New	+$1.11K	﹤0.01%	1132
2023 Q1	$1K	Buy	+17	New	+$704	﹤0.01%	1178
2022 Q4	–	Sell	-17	Closed	–	–	987
2022 Q3	$0	Buy	+17	New	+$703	﹤0.01%	1185

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JSTA

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

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

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

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

Householder Group Estate & Retirement Specialist's SHYG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 9 shares.

Householder Group Estate & Retirement Specialist first reported a position in SHYG in Q3 2022 and held it in 6 quarters. The position peaked at $1.11K in Q3 2023. 542 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 9 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.11K in Q3 2023.
542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.