New Republic Capital’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

New Republic Capital’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 Q4	–	Sell	-12,778	Closed	-$555K	–	251
2024 Q3	$555K	Hold	12,778	–	–	0.32%	71
2024 Q2	$539K	Hold	12,778	–	–	0.27%	75
2024 Q1	$544K	Hold	12,778	–	–	0.35%	70
2023 Q4	$539K	Hold	12,778	–	–	0.38%	60
2023 Q3	$524K	Hold	12,778	–	–	0.43%	55
2023 Q2	$530K	Hold	12,778	–	–	0.37%	54
2023 Q1	$533K	Sell	12,778 -5,019	-28%	-$208K	0.4%	50
2022 Q4	$728K	Buy	+17,797	New	+$728K	0.57%	34

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

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

New Republic Capital's SHYG Position: Q4 2024 in Review

New Republic Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 12,778 shares — an estimated $555K sold.

New Republic Capital first reported a position in SHYG in Q4 2022 and held it in 8 quarters. The position peaked at $728K in Q4 2022. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

New Republic Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
New Republic Capital sold 12,778 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $555K.
New Republic Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
New Republic Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $728K in Q4 2022.
541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on New Republic Capital's 13F filing for Q4 2024, filed 29 Jan 2025.