Syverson Strege & Co’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Syverson Strege & Co’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	-78	Closed	-$3.27K	–	521
2023 Q1	$3.27K	Hold	78	–	–	﹤0.01%	406
2022 Q4	$3.17K	Buy	78 +2	+3%	+$82	﹤0.01%	245
2022 Q3	$3K	Sell	76 -524	-87%	-$21.7K	﹤0.01%	238
2022 Q2	$24K	Buy	600 +526	+711%	+$22.2K	0.01%	176
2022 Q1	$3K	Hold	74	–	–	﹤0.01%	265
2021 Q4	$3K	Buy	74 +2	+3%	+$91	﹤0.01%	264
2021 Q3	$3K	Hold	72	–	–	﹤0.01%	384
2021 Q2	$3K	Buy	72 +1	+1%	+$46	﹤0.01%	238
2021 Q1	$3K	Buy	71 +1	+1%	+$46	﹤0.01%	235
2020 Q4	$3K	Buy	+70	New	+$3.13K	﹤0.01%	217

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Syverson Strege & Co's SHYG Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 78 shares — an estimated $3.27K sold.

Syverson Strege & Co first reported a position in SHYG in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q2 2022. 490 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

Syverson Strege & Co reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 78 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $3.27K.
Syverson Strege & Co first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $24K in Q2 2022.
490 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.