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

MGO Private 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 Q3	–	Sell	-6,503	Closed	-$274K	–	72
2024 Q2	$274K	Buy	6,503 +1	+0%	+$42	0.17%	65
2024 Q1	$277K	Buy	+6,502	New	+$275K	0.17%	65
2023 Q1	–	Sell	-5,769	Closed	-$236K	–	117
2022 Q4	$236K	Buy	5,769 +261	+5%	+$10.7K	0.11%	111
2022 Q3	$220K	Buy	+5,508	New	+$228K	0.1%	121

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

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

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

MGO Private Wealth's SHYG Position: Q3 2024 in Review

MGO Private Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 6,503 shares — an estimated $274K sold.

MGO Private Wealth first reported a position in SHYG in Q3 2022 and held it in 4 quarters. The position peaked at $277K in Q1 2024. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

MGO Private Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
MGO Private Wealth sold 6,503 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $274K.
MGO Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and held it in 4 quarters.
MGO Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $277K in Q1 2024.
516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.