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

Trademark Financial Management’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
Q2 		– Sell
-12,223
Closed -$520K – 90
2024
Q1 		$520K Sell
12,223
-252
-2% -$10.7K 0.43% 52
2023
Q4 		$527K Buy
+12,475
New +$514K 0.39% 58

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Trademark Financial Management's SHYG Position: Q2 2024 in Review

Trademark Financial Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2024, closing a stake of 12,223 shares — an estimated $520K sold.

Trademark Financial Management first reported a position in SHYG in Q4 2023 and held it in 2 quarters. The position peaked at $527K in Q4 2023. 510 funds tracked by Wall St. Rank hold SHYG as of Q2 2024.

  • Trademark Financial Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Trademark Financial Management sold 12,223 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2024, an estimated $520K.
  • Trademark Financial Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Trademark Financial Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $527K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2024.

Based on Trademark Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.