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

Kiely Wealth Advisory 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
Q4 		$7.85M Buy
182,476
+23,153
+15% +$995K 5.05% 5
2024
Q3 		$6.86M Buy
+159,323
New +$6.81M 4.35% 6

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kiely Wealth Advisory Group's SHYG Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q4 2024, buying an estimated $995K and bringing the position to 182,476 shares worth $7.85M. The position accounts for 5.05% of the portfolio, ranked #5.

Kiely Wealth Advisory Group first reported a position in SHYG in Q3 2024 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Kiely Wealth Advisory Group held 182,476 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.85M as of Q4 2024.
  • Kiely Wealth Advisory Group bought 23,153 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $995K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 5.05% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #5 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.