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

Symphony Financial Services’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
Q3 		– Sell
-10,000
Closed -$651K – 90
2024
Q2 		$651K Buy
+10,000
New +$421K 0.56% 35

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GC
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State of New Jersey Common Pension Fund D
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Commonwealth Equity Services
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Symphony Financial Services's SHYG Position: Q3 2024 in Review

Symphony Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 10,000 shares — an estimated $651K sold.

Symphony Financial Services first reported a position in SHYG in Q2 2024 and held it in 1 quarter. The position peaked at $651K in Q2 2024. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Symphony Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Symphony Financial Services sold 10,000 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $651K.
  • Symphony Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Symphony Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $651K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Symphony Financial Services's 13F filing for Q3 2024, filed 12 Nov 2024.