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

LWS 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 		$7.58M Buy
179,428
+11,525
+7% +$475K 2.84% 14
2023
Q3 		$6.89M Buy
167,903
+979
+0.6% +$40.4K 3.01% 14
2023
Q2 		$6.92M Buy
166,924
+4,133
+3% +$170K 2.92% 14
2023
Q1 		$6.79M Buy
162,791
+2,999
+2% +$124K 2.78% 16
2022
Q4 		$6.53M Buy
159,792
+6,475
+4% +$265K 2.74% 16
2022
Q3 		$6.12M Buy
153,317
+75,829
+98% +$3.13M 2.34% 18
2022
Q2 		$3.14M Sell
77,488
-78,402
-50% -$3.32M 1.48% 22
2022
Q1 		$6.85M Buy
155,890
+2,728
+2% +$121K 2.92% 16
2021
Q4 		$6.94M Buy
153,162
+4,461
+3% +$202K 2.84% 16
2021
Q3 		$6.8M Buy
148,701
+6,759
+5% +$309K 2.98% 15
2021
Q2 		$6.54M Buy
141,942
+56,446
+66% +$2.59M 2.9% 16
2021
Q1 		$3.92M Buy
85,496
+53,146
+164% +$2.42M 1.78% 21
2020
Q4 		$1.47M Buy
32,350
+22,799
+239% +$1.02M 0.66% 26
2020
Q3 		$420K Buy
9,551
+132
+1% +$5.8K 0.21% 40
2020
Q2 		$404K Buy
9,419
+2,164
+30% +$91.4K 0.21% 40
2020
Q1 		$296K Sell
7,255
-2,350
-24% -$105K 0.19% 45
2019
Q4 		$446K Buy
+9,605
New +$444K 0.23% 41

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

LWS Wealth Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.9% in Q4 2023, buying an estimated $475K and bringing the position to 179,428 shares worth $7.58M. The position accounts for 2.84% of the portfolio, ranked #14.

LWS Wealth Advisors first reported a position in SHYG in Q4 2019 and has held it in 17 quarters since. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • LWS Wealth Advisors held 179,428 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.58M as of Q4 2023.
  • LWS Wealth Advisors bought 11,525 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $475K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 2.84% of LWS Wealth Advisors's portfolio in Q4 2023, its #14 holding.
  • LWS Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • 503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.