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

Source Financial Advisors’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 Q1	–	Sell	-29,362	Closed	-$1.24M	–	126
2023 Q4	$1.24M	Sell	29,362 -475	-2%	-$19.6K	0.38%	44
2023 Q3	$1.22M	Sell	29,837 -79,356	-73%	-$3.28M	0.41%	46
2023 Q2	$4.53M	Sell	109,193 -1,108	-1%	-$45.7K	1.49%	14
2023 Q1	$4.6M	Buy	110,301 +39,960	+57%	+$1.65M	1.54%	14
2022 Q4	$2.88M	Sell	70,341 -7,560	-10%	-$309K	1.08%	22
2022 Q3	$3.11M	Buy	77,901 +27,096	+53%	+$1.12M	1.23%	19
2022 Q2	$2.06M	Buy	50,805 +29,051	+134%	+$1.23M	0.81%	32
2022 Q1	$956K	Buy	21,754 +9,602	+79%	+$425K	0.28%	55
2021 Q4	$550K	Buy	+12,152	New	+$551K	0.15%	69

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

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

JSTA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

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

Source Financial Advisors's SHYG Position: Q1 2024 in Review

Source Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 29,362 shares — an estimated $1.24M sold.

Source Financial Advisors first reported a position in SHYG in Q4 2021 and held it in 9 quarters. The position peaked at $4.6M in Q1 2023. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

Source Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Source Financial Advisors sold 29,362 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $1.24M.
Source Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Source Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.6M in Q1 2023.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Source Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.