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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return