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

Tradition Wealth 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 Q1	–	Sell	-417	Closed	-$18K	–	1044
2023 Q4	$18K	Buy	417 +10	+2%	+$412	﹤0.01%	874
2023 Q3	$17K	Sell	407 -1,669	-80%	-$68.9K	﹤0.01%	889
2023 Q2	$86K	Sell	2,076 -11,979	-85%	-$494K	0.01%	490
2023 Q1	$586K	Sell	14,055 -802	-5%	-$33.2K	0.07%	154
2022 Q4	$607K	Buy	14,857 +24	+0.2%	+$982	0.09%	142
2022 Q3	$592K	Buy	14,833 +16	+0.1%	+$661	0.09%	141
2022 Q2	$601K	Sell	14,817 -1,458	-9%	-$61.7K	0.09%	148
2022 Q1	$715K	Sell	16,275 -892	-5%	-$39.5K	0.09%	151
2021 Q4	$778K	Sell	17,167 -105	-0.6%	-$4.76K	0.1%	142
2021 Q3	$789K	Buy	17,272 +31	+0.2%	+$1.42K	0.11%	132
2021 Q2	$794K	Buy	17,241 +33	+0.2%	+$1.51K	0.12%	135
2021 Q1	$788K	Sell	17,208 -34,956	-67%	-$1.59M	0.14%	120
2020 Q4	$2.37M	Buy	+52,164	New	+$2.33M	0.46%	59

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradition Wealth Management's SHYG Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 417 shares — an estimated $18K sold.

Tradition Wealth Management first reported a position in SHYG in Q4 2020 and held it in 13 quarters. The position peaked at $2.37M in Q4 2020. 501 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

Tradition Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 417 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $18K.
Tradition Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.37M in Q4 2020.
501 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.