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

Summit Wealth & Retirement Planning’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
-10,112
Closed -$421K – 98
2023
Q1 		$421K Sell
10,112
-1,459
-13% -$60.4K 0.16% 61
2022
Q4 		$473K Sell
11,571
-43,757
-79% -$1.79M 0.19% 63
2022
Q3 		$2.21M Sell
55,328
-365
-0.7% -$15.1K 0.88% 24
2022
Q2 		$2.26M Sell
55,693
-758
-1% -$32.1K 0.87% 26
2022
Q1 		$2.48M Sell
56,451
-1,250
-2% -$55.4K 0.88% 26
2021
Q4 		$2.61M Sell
57,701
-3,202
-5% -$145K 0.89% 23
2021
Q3 		$2.78M Sell
60,903
-3,630
-6% -$166K 1.02% 24
2021
Q2 		$2.97M Buy
64,533
+18,618
+41% +$853K 1.1% 23
2021
Q1 		$2.1M Buy
45,915
+24,620
+116% +$1.12M 0.78% 27
2020
Q4 		$968K Buy
21,295
+1,631
+8% +$72.9K 0.37% 49
2020
Q3 		$864K Buy
+19,664
New +$864K 0.37% 47
2020
Q1 		– Sell
-33,548
Closed -$1.56M – 127
2019
Q4 		$1.56M Buy
33,548
+1,827
+6% +$84.4K 0.69% 33
2019
Q3 		$1.48M Sell
31,721
-132
-0.4% -$6.13K 0.89% 26
2019
Q2 		$1.49M Sell
31,853
-8,536
-21% -$397K 0.87% 26
2019
Q1 		$1.89M Buy
40,389
+96
+0.2% +$4.43K 1.12% 19
2018
Q4 		$1.79M Buy
+40,293
New +$1.85M 1.36% 16

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 & Retirement Planning's SHYG Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 10,112 shares — an estimated $421K sold.

Summit Wealth & Retirement Planning first reported a position in SHYG in Q4 2018 and held it in 16 quarters. The position peaked at $2.97M in Q2 2021. 489 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

  • Summit Wealth & Retirement Planning 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 & Retirement Planning sold 10,112 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $421K.
  • Summit Wealth & Retirement Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Summit Wealth & Retirement Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.97M in Q2 2021.
  • 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 & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.