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

Operose Advisors’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
-65
Closed -$2.82K – 605
2024
Q3 		$2.82K Buy
+65
New +$2.78K ﹤0.01% 562

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Operose Advisors's SHYG Position: Q4 2024 in Review

Operose Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 65 shares — an estimated $2.82K sold.

Operose Advisors first reported a position in SHYG in Q3 2024 and held it in 1 quarter. The position peaked at $2.82K in Q3 2024. 543 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Operose Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 65 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $2.82K.
  • Operose Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Operose Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.82K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.