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

Summit Wealth Group’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
Q2 		– Sell
-33,177
Closed -$1K – 229
2023
Q1 		$1K Buy
+33,177
New +$1.37M 0.02% 139

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Summit Wealth Group's SHYG Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 33,177 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in SHYG in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 489 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 33,177 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1K in Q1 2023.
  • 489 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.