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

Marcum 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
2024 Q1	–	Sell	-5,988	Closed	-$253K	–	416
2023 Q4	$253K	Buy	+5,988	New	+$247K	0.03%	292
2023 Q3	–	Sell	-16,813	Closed	-$697K	–	396
2023 Q2	$697K	Sell	16,813 -4,841	-22%	-$199K	0.08%	129
2023 Q1	$903K	Sell	21,654 -142	-0.7%	-$5.88K	0.11%	102
2022 Q4	$891K	Sell	21,796 -188	-0.9%	-$7.69K	0.12%	98
2022 Q3	$878K	Buy	21,984 +11,750	+115%	+$486K	0.13%	93
2022 Q2	$415K	Buy	10,234 +4,788	+88%	+$203K	0.06%	184
2022 Q1	$239K	Buy	+5,446	New	+$241K	0.03%	290

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

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Marcum Wealth's SHYG Position: Q1 2024 in Review

Marcum Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 5,988 shares — an estimated $253K sold.

Marcum Wealth first reported a position in SHYG in Q1 2022 and held it in 7 quarters. The position peaked at $903K in Q1 2023. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

Marcum Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Marcum Wealth sold 5,988 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $253K.
Marcum Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
Marcum Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $903K in Q1 2023.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Marcum Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.