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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robertson Stephens Wealth Management's SHYG Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024, closing a stake of 84,547 shares — an estimated $3.67M sold.

Robertson Stephens Wealth Management first reported a position in SHYG in Q2 2020 and held it in 7 quarters. The position peaked at $14.5M in Q2 2024. 543 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 84,547 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $3.67M.
Robertson Stephens Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Robertson Stephens Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.5M in Q2 2024.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.