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

NewEdge 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
Q2 		– Sell
-15,363
Closed -$646K – 812
2024
Q1 		$646K Buy
+15,363
New +$650K 0.01% 501
2022
Q3 		– Sell
-22,371
Closed -$907K – 590
2022
Q2 		$907K Sell
22,371
-10,530
-32% -$445K 0.04% 298
2022
Q1 		$1.45M Buy
32,901
+1,325
+4% +$58.7K 0.06% 190
2021
Q4 		$1.43M Buy
+31,576
New +$1.43M 0.06% 197

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Wealth's SHYG Position: Q2 2024 in Review

NewEdge Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 15,363 shares — an estimated $646K sold.

NewEdge Wealth first reported a position in SHYG in Q4 2021 and held it in 4 quarters. The position peaked at $1.45M in Q1 2022. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

  • NewEdge Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • NewEdge Wealth sold 15,363 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $646K.
  • NewEdge Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • NewEdge Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.45M in Q1 2022.
  • 510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on NewEdge Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.