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Kelly Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kelly Financial Services’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
-443
Closed -$18.7K – 635
2024
Q2 		$18.7K Buy
443
+7
+2% +$295 0.01% 338
2024
Q1 		$18.5K Buy
436
+5
+1% +$212 0.01% 340
2023
Q4 		$18.2K Buy
431
+10
+2% +$412 0.01% 319
2023
Q3 		$17.3K Sell
421
-5
-1% -$207 0.01% 300
2023
Q2 		$17.6K Buy
426
+7
+2% +$288 0.01% 295
2023
Q1 		$17.4K Sell
419
-8,694
-95% -$360K 0.01% 287
2022
Q4 		$373K Buy
9,113
+8,160
+856% +$334K 0.2% 58
2022
Q3 		$38.1K Buy
953
+13
+1% +$537 0.02% 185
2022
Q2 		$38.1K Buy
940
+459
+95% +$19.4K 0.02% 190
2022
Q1 		$21.1K Buy
481
+4
+0.8% +$177 0.01% 266
2021
Q4 		$21.6K Buy
477
+8
+2% +$363 0.01% 262
2021
Q3 		$21.5K Sell
469
-16,988
-97% -$777K 0.01% 250
2021
Q2 		$379K Buy
17,457
+16,430
+1,600% +$753K 0.01% 217
2021
Q1 		$47K Sell
1,027
-3,031
-75% -$138K 0.03% 129
2020
Q4 		$184K Buy
4,058
+2,353
+138% +$105K 0.13% 43
2020
Q3 		$74.9K Buy
1,705
+1,501
+736% +$66K 0.05% 77
2020
Q2 		$8.75K Buy
+204
New +$8.62K 0.01% 264

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kelly Financial Services's SHYG Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 443 shares — an estimated $18.7K sold.

Kelly Financial Services first reported a position in SHYG in Q2 2020 and held it in 17 quarters. The position peaked at $379K in Q2 2021. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 443 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $18.7K.
  • Kelly Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 17 quarters.
  • Kelly Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $379K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.