Hutchens & Kramer Investment Management Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q3	–	Sell	-4,949	Closed	-$208K	–	169
2024 Q2	$208K	Sell	4,949 -357	-7%	-$15K	0.11%	144
2024 Q1	$224K	Sell	5,306 -4,847	-48%	-$205K	0.13%	136
2023 Q4	$429K	Buy	+10,153	New	+$419K	0.3%	64
2023 Q3	–	Sell	-25,665	Closed	-$1.06M	–	126
2023 Q2	$1.06M	Buy	+25,665	New	+$1.06M	0.85%	26
2023 Q1	–	Sell	-107,157	Closed	-$4.38M	–	129
2022 Q4	$4.38M	Buy	+107,157	New	+$4.38M	3.21%	6
2022 Q2	–	Sell	-94,164	Closed	-$4.12M	–	125
2022 Q1	$4.12M	Buy	+94,164	New	+$4.17M	2.29%	10

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

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

JSTA

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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 22.94% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SHYG Position: Q3 2024 in Review

Hutchens & Kramer Investment Management Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 4,949 shares — an estimated $208K sold.

Hutchens & Kramer Investment Management Group first reported a position in SHYG in Q1 2022 and held it in 6 quarters. The position peaked at $4.38M in Q4 2022. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

Hutchens & Kramer Investment Management Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 4,949 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $208K.
Hutchens & Kramer Investment Management Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 6 quarters.
Hutchens & Kramer Investment Management Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.38M in Q4 2022.
516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2024, filed 15 Oct 2024.