ProVise Management Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

ProVise Management Group’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	-4,717	Closed	-$205K	–	288
2024 Q3	$205K	Buy	+4,717	New	+$202K	0.02%	279
2024 Q2	–	Sell	-5,516	Closed	-$235K	–	304
2024 Q1	$235K	Sell	5,516 -4,812	-47%	-$204K	0.02%	264
2023 Q4	$436K	Buy	+10,328	New	+$426K	0.04%	239
2023 Q2	–	Sell	-4,903	Closed	-$204K	–	361
2023 Q1	$204K	Sell	4,903 -2,177	-31%	-$90.1K	0.02%	325
2022 Q4	$290K	Buy	+7,080	New	+$290K	0.03%	262

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 $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 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

ProVise Management Group's SHYG Position: Q4 2024 in Review

ProVise Management Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 4,717 shares — an estimated $205K sold.

ProVise Management Group first reported a position in SHYG in Q4 2022 and held it in 5 quarters. The position peaked at $436K in Q4 2023. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

ProVise Management Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
ProVise Management Group sold 4,717 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $205K.
ProVise Management Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
ProVise Management Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $436K in Q4 2023.
541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on ProVise Management Group's 13F filing for Q4 2024, filed 11 Feb 2025.