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

NorthRock Partners’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
-646
Closed -$28K – 854
2024
Q3 		$28K Buy
+646
New +$27.6K ﹤0.01% 726
2024
Q2 		– Sell
-557
Closed -$23.7K – 854
2024
Q1 		$23.7K Buy
557
+450
+421% +$19K ﹤0.01% 699
2023
Q4 		$4.53K Buy
+107
New +$4.41K ﹤0.01% 712

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NorthRock Partners's SHYG Position: Q4 2024 in Review

NorthRock Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 646 shares — an estimated $28K sold.

NorthRock Partners first reported a position in SHYG in Q4 2023 and held it in 3 quarters. The position peaked at $28K in Q3 2024. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • NorthRock Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 646 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $28K.
  • NorthRock Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • NorthRock Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $28K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.