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

Lee Financial’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
Q1 		– Sell
-175
Closed -$7.39K – 699
2023
Q4 		$7.39K Hold
175
– – ﹤0.01% 478
2023
Q3 		$7.18K Hold
175
– – ﹤0.01% 462
2023
Q2 		$7.25K Hold
175
– – ﹤0.01% 455
2023
Q1 		$7.29K Sell
175
-3,593
-95% -$149K ﹤0.01% 469
2022
Q4 		$154K Sell
3,768
-61
-2% -$2.5K 0.03% 163
2022
Q3 		$153K Hold
3,829
– – 0.03% 161
2022
Q2 		$155K Sell
3,829
-4,471
-54% -$189K 0.03% 156
2022
Q1 		$365K Sell
8,300
-722
-8% -$32K 0.07% 112
2021
Q4 		$409K Sell
9,022
-1,119
-11% -$50.7K 0.08% 108
2021
Q3 		$463K Buy
10,141
+240
+2% +$11K 0.1% 98
2021
Q2 		$456K Sell
9,901
-37
-0.4% -$1.7K 0.1% 95
2021
Q1 		$455K Sell
9,938
-318
-3% -$14.5K 0.11% 91
2020
Q4 		$466K Buy
10,256
+250
+2% +$11.2K 0.12% 86
2020
Q3 		$440K Sell
10,006
-193
-2% -$8.48K 0.12% 86
2020
Q2 		$437K Buy
10,199
+1,004
+11% +$42.4K 0.12% 87
2020
Q1 		$376K Buy
9,195
+1,206
+15% +$54K 0.12% 80
2019
Q4 		$371K Buy
7,989
+248
+3% +$11.5K 0.08% 95
2019
Q3 		$360K Buy
7,741
+1,941
+33% +$90.1K 0.08% 97
2019
Q2 		$271K Hold
5,800
– – 0.06% 113
2019
Q1 		$271K Hold
5,800
– – 0.06% 110
2018
Q4 		$258K Sell
5,800
-198
-3% -$9.08K 0.07% 104
2018
Q3 		$282K Sell
5,998
-538
-8% -$25.2K 0.07% 108
2018
Q2 		$305K Buy
6,536
+1,811
+38% +$84.7K 0.07% 118
2018
Q1 		$221K Buy
+4,725
New +$222K 0.06% 150

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Lee Financial's SHYG Position: Q1 2024 in Review

Lee Financial sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 175 shares — an estimated $7.39K sold.

Lee Financial first reported a position in SHYG in Q1 2018 and held it in 24 quarters. The position peaked at $466K in Q4 2020. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

  • Lee Financial reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 175 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $7.39K.
  • Lee Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and held it in 24 quarters.
  • Lee Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $466K in Q4 2020.
  • 501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.