Salem Investment Counselors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Salem Investment Counselors’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 Q2	–	Sell	-71	Closed	-$3.02K	–	1199
2024 Q1	$3.02K	Hold	71	–	–	﹤0.01%	991
2023 Q4	$3K	Hold	71	–	–	﹤0.01%	959
2023 Q3	$2.91K	Sell	71 -97	-58%	-$4.01K	﹤0.01%	946
2023 Q2	$6.96K	Buy	168 +27	+19%	+$1.11K	﹤0.01%	876
2023 Q1	$5.88K	Buy	+141	New	+$5.84K	﹤0.01%	895
2022 Q3	–	Sell	-48	Closed	-$2K	–	1113
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	989
2022 Q1	$2K	Hold	48	–	–	﹤0.01%	942
2021 Q4	$2K	Buy	+48	New	+$2.18K	﹤0.01%	1012

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

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

Salem Investment Counselors's SHYG Position: Q2 2024 in Review

Salem Investment Counselors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 71 shares — an estimated $3.02K sold.

Salem Investment Counselors first reported a position in SHYG in Q4 2021 and held it in 8 quarters. The position peaked at $6.96K in Q2 2023. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

Salem Investment Counselors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Salem Investment Counselors sold 71 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $3.02K.
Salem Investment Counselors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Salem Investment Counselors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.96K in Q2 2023.
510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.