T
SHYG icon

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

TNF’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
Q4 		– Sell
-5,339
Closed -$215K – 116
2023
Q3 		$215K Sell
5,339
-2,821
-35% -$117K 0.1% 86
2023
Q2 		$338K Sell
8,160
-889
-10% -$36.6K 0.15% 67
2023
Q1 		$376K Sell
9,049
-42,495
-82% -$1.76M 0.17% 58
2022
Q4 		$2.15M Buy
51,544
+43,026
+505% +$1.76M 0.98% 23
2022
Q3 		$339K Sell
8,518
-2,376
-22% -$98.2K 0.17% 64
2022
Q2 		$454K Sell
10,894
-406
-4% -$17.2K 0.22% 54
2022
Q1 		$486K Sell
11,300
-4,428
-28% -$196K 0.22% 61
2021
Q4 		$710K Hold
15,728
– – 0.3% 46
2021
Q3 		$708K Buy
+15,728
New +$720K 0.3% 45

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

TNF's SHYG Position: Q4 2023 in Review

TNF sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2023, closing a stake of 5,339 shares — an estimated $215K sold.

TNF first reported a position in SHYG in Q3 2021 and held it in 9 quarters. The position peaked at $2.15M in Q4 2022. 503 funds tracked by Wall St. Rank hold SHYG as of Q4 2023.

  • TNF reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • TNF sold 5,339 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2023, an estimated $215K.
  • TNF first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
  • TNF's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.15M in Q4 2022.
  • 503 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2023.

Based on TNF's 13F filing for Q4 2023, filed 30 Jan 2024.