PWCM
SHYG icon

Processus Wealth & Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Processus Wealth & Capital Management’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
-36,066
Closed -$1.52M – 39
2023
Q4 		$1.52M Buy
+36,066
New +$1.49M 1.52% 28

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
BI
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
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

Processus Wealth & Capital Management's SHYG Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 36,066 shares — an estimated $1.52M sold.

Processus Wealth & Capital Management first reported a position in SHYG in Q4 2023 and held it in 1 quarter. The position peaked at $1.52M in Q4 2023. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

  • Processus Wealth & Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 36,066 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $1.52M.
  • Processus Wealth & Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Processus Wealth & Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.52M 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 Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.