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Significant Wealth Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Significant Wealth Partners’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
-8,997
Closed -$383K – 142
2024
Q1 		$383K Sell
8,997
-2,186
-20% -$92.5K 0.25% 97
2023
Q4 		$472K Buy
+11,183
New +$461K 0.34% 84

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Empower Advisory Group
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AssetMark Inc
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Significant Wealth Partners's SHYG Position: Q2 2024 in Review

Significant Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 8,997 shares — an estimated $383K sold.

Significant Wealth Partners first reported a position in SHYG in Q4 2023 and held it in 2 quarters. The position peaked at $472K in Q4 2023. 511 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

  • Significant Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 8,997 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $383K.
  • Significant Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $472K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.