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

Maia Wealth’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	$241K	Buy	+5,710	New	+$235K	0.1%	165

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Maia Wealth's SHYG Position: Q4 2023 in Review

Maia Wealth opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023: 5,710 shares worth $241K. The stake represents 0.1% of the portfolio and ranks #165 among its holdings.

503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Maia Wealth held 5,710 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $241K as of Q4 2023.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Maia Wealth position in Q4 2023.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Maia Wealth's portfolio in Q4 2023, its #165 holding.
503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

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