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

Sugarloaf 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 		$9.16K Buy
+215
New +$9.24K ﹤0.01% 512

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's SHYG Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024: 215 shares worth $9.16K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings.

541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

  • Sugarloaf Wealth Management held 215 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $9.16K as of Q4 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #512 holding.
  • 541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.