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

Morton Brown Family 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	-37	Closed	-$1.56K	–	279
2023 Q4	$1.56K	Hold	37	–	–	﹤0.01%	253
2023 Q3	$1.52K	Hold	37	–	–	﹤0.01%	167
2023 Q2	$1.53K	Hold	37	–	–	﹤0.01%	159
2023 Q1	$1.54K	Hold	37	–	–	﹤0.01%	220
2022 Q4	$1.51K	Buy	+37	New	+$1.51K	﹤0.01%	144

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 $4.81B AUM 4.62% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

Morton Brown Family Wealth's SHYG Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 37 shares — an estimated $1.56K sold.

Morton Brown Family Wealth first reported a position in SHYG in Q4 2022 and held it in 5 quarters. The position peaked at $1.56K in Q4 2023. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

Morton Brown Family Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 37 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $1.56K.
Morton Brown Family Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
Morton Brown Family Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.56K in Q4 2023.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.