ICA Group Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

ICA Group 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
2024 Q2	$5.22K	Sell	124 -4,307	-97%	-$181K	﹤0.01%	579
2024 Q1	$189K	Buy	4,431 +266	+6%	+$11.3K	0.04%	293
2023 Q4	$176K	Buy	+4,165	New	+$172K	0.04%	277
2023 Q3	–	Sell	-3,627	Closed	-$150K	–	1053
2023 Q2	$150K	Buy	3,627 +3,574	+6,743%	+$147K	0.04%	268
2023 Q1	$2.21K	Sell	53 -10,522	-99%	-$436K	﹤0.01%	1068
2022 Q4	$432K	Buy	10,575 +5,535	+110%	+$226K	0.1%	174
2022 Q3	$201K	Sell	5,040 -161	-3%	-$6.66K	0.04%	341
2022 Q2	$218K	Buy	+5,201	New	+$220K	0.04%	349

Other funds holding SHYG

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

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

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

ICA Group Wealth Management's SHYG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 97% in Q2 2024, selling an estimated $181K and leaving 124 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

ICA Group Wealth Management first reported a position in SHYG in Q2 2022 and has held it in 8 quarters since. The position peaked at $432K in Q4 2022. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

ICA Group Wealth Management held 124 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.22K as of Q2 2024.
ICA Group Wealth Management sold 4,307 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $181K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #579 holding.
ICA Group Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and has held it in 8 quarters since.
ICA Group Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $432K in Q4 2022.
510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.