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

Signet Financial 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
2023 Q4	–	Sell	-15,929	Closed	-$654K	–	275
2023 Q3	$654K	Sell	15,929 -315	-2%	-$13K	0.11%	165
2023 Q2	$673K	Sell	16,244 -181	-1%	-$7.46K	0.11%	171
2023 Q1	$685K	Sell	16,425 -752	-4%	-$31.1K	0.12%	169
2022 Q4	$702K	Buy	17,177 +552	+3%	+$22.6K	0.13%	163
2022 Q3	$664K	Buy	16,625 +1,568	+10%	+$64.8K	0.13%	150
2022 Q2	$611K	Buy	+15,057	New	+$637K	0.12%	152
2020 Q1	–	Sell	-30,027	Closed	-$1.39M	–	263
2019 Q4	$1.39M	Buy	30,027 +1,916	+7%	+$88.5K	0.26%	102
2019 Q3	$1.3M	Buy	28,111 +13,407	+91%	+$622K	0.25%	101
2019 Q2	$686K	Buy	+14,704	New	+$684K	0.14%	148
2018 Q4	–	Sell	-170	Closed	-$8K	–	725
2018 Q3	$8K	Buy	+170	New	+$7.96K	﹤0.01%	671

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Signet Financial Management's SHYG Position: Q4 2023 in Review

Signet Financial Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 15,929 shares — an estimated $654K sold.

Signet Financial Management first reported a position in SHYG in Q3 2018 and held it in 10 quarters. The position peaked at $1.39M in Q4 2019. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

Signet Financial Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Signet Financial Management sold 15,929 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $654K.
Signet Financial Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and held it in 10 quarters.
Signet Financial Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.39M in Q4 2019.
503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on Signet Financial Management's 13F filing for Q4 2023, filed 30 Jan 2024.