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Lineweaver Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Lineweaver Wealth Advisors’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
2023
Q4 		– Sell
-14,335
Closed -$588K – 143
2023
Q3 		$588K Sell
14,335
-2,593
-15% -$107K 0.17% 87
2023
Q2 		$702K Sell
16,928
-2,330
-12% -$96K 0.2% 76
2023
Q1 		$803K Sell
19,258
-70,385
-79% -$2.91M 0.25% 72
2022
Q4 		$3.67M Buy
89,643
+80,203
+850% +$3.28M 1.11% 19
2022
Q3 		$377K Sell
9,440
-419
-4% -$17.3K 0.12% 95
2022
Q2 		$399K Sell
9,859
-1,170
-11% -$49.5K 0.13% 90
2022
Q1 		$484K Buy
11,029
+26
+0.2% +$1.15K 0.14% 92
2021
Q4 		$498K Buy
11,003
+3,342
+44% +$151K 0.14% 85
2021
Q3 		$350K Sell
7,661
-493
-6% -$22.6K 0.11% 97
2021
Q2 		$375K Sell
8,154
-5,053
-38% -$232K 0.12% 82
2021
Q1 		$605K Sell
13,207
-112,556
-89% -$5.12M 0.21% 61
2020
Q4 		$5.71M Buy
125,763
+12,557
+11% +$561K 2.24% 14
2020
Q3 		$4.98M Buy
113,206
+1,317
+1% +$57.9K 2.23% 15
2020
Q2 		$4.8M Buy
111,889
+7,309
+7% +$309K 2.44% 14
2020
Q1 		$4.28M Buy
+104,580
New +$4.69M 2.69% 12

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Lineweaver Wealth Advisors's SHYG Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 14,335 shares — an estimated $588K sold.

Lineweaver Wealth Advisors first reported a position in SHYG in Q1 2020 and held it in 15 quarters. The position peaked at $5.71M in Q4 2020. 504 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • Lineweaver Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 14,335 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $588K.
  • Lineweaver Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 15 quarters.
  • Lineweaver Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.71M in Q4 2020.
  • 504 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.