Kades & Cheifetz’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kades & Cheifetz’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	$861K	Buy	+20,207	New	+$869K	0.44%	52

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 $49B AUM 17.78% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

JSTA

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Kades & Cheifetz's SHYG Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024: 20,207 shares worth $861K. The stake represents 0.44% of the portfolio and ranks #52 among its holdings.

541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Kades & Cheifetz held 20,207 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $861K as of Q4 2024.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Kades & Cheifetz position in Q4 2024.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.44% of Kades & Cheifetz's portfolio in Q4 2024, its #52 holding.
541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.