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

Raleigh 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	-870	Closed	-$36.7K	–	1156
2023 Q4	$36.7K	Buy	870 +850	+4,250%	+$35.1K	0.02%	319
2023 Q3	$818	Hold	20	–	–	﹤0.01%	854
2023 Q2	$813	Sell	20 -51	-72%	-$2.1K	﹤0.01%	776
2023 Q1	$2.94K	Sell	71 -4,263	-98%	-$177K	﹤0.01%	724
2022 Q4	$177K	Buy	4,334 +4,217	+3,604%	+$173K	0.09%	184
2022 Q3	$5K	Sell	117 -1	-0.8%	-$41	﹤0.01%	498
2022 Q2	$5K	Sell	118 -161	-58%	-$6.81K	﹤0.01%	452
2022 Q1	$12K	Buy	279 +1	+0.4%	+$44	0.01%	343
2021 Q4	$13K	Buy	+278	New	+$12.6K	0.01%	181

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

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raleigh Capital Management's SHYG Position: Q1 2024 in Review

Raleigh Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 870 shares — an estimated $36.7K sold.

Raleigh Capital Management first reported a position in SHYG in Q4 2021 and held it in 9 quarters. The position peaked at $177K in Q4 2022. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

Raleigh 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.
Raleigh Capital Management sold 870 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $36.7K.
Raleigh Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Raleigh Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $177K in Q4 2022.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.