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Robertson Stephens Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Robertson Stephens Wealth 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
Q4 		– Sell
-84,547
Closed -$3.67M – 630
2024
Q3 		$3.67M Sell
84,547
-258,616
-75% -$11.1M 0.13% 141
2024
Q2 		$14.5M Buy
343,163
+19,506
+6% +$821K 0.73% 28
2024
Q1 		$13.8M Buy
+323,657
New +$13.7M 0.73% 29
2023
Q1 		– Sell
-20,646
Closed -$844K – 461
2022
Q4 		$844K Buy
+20,646
New +$845K 0.08% 198
2021
Q1 		– Sell
-12,688
Closed -$576K – 296
2020
Q4 		$576K Sell
12,688
-2,820
-18% -$126K 0.12% 127
2020
Q3 		$681K Buy
15,508
+971
+7% +$42.7K 0.17% 114
2020
Q2 		$623K Buy
+14,537
New +$614K 0.18% 93

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 $3.61B AUM 18.46% 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