TS Financial Group (TSFG)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

TS Financial Group (TSFG)’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 Q3	–	Sell	-26	Closed	-$1K	–	837
2024 Q2	$1K	Hold	26	–	–	﹤0.01%	742
2024 Q1	$1K	Hold	26	–	–	﹤0.01%	738
2023 Q4	$1K	Hold	26	–	–	﹤0.01%	846
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	996
2023 Q2	$1K	Hold	26	–	–	﹤0.01%	955
2023 Q1	$1K	Hold	26	–	–	﹤0.01%	922
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	937
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	917
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	942
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	886
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	855
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	834
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	843
2021 Q1	$1K	Sell	26 -44	-63%	-$2K	﹤0.01%	735
2020 Q4	$3K	Hold	70	–	–	﹤0.01%	690
2020 Q3	$3K	Hold	70	–	–	﹤0.01%	613
2020 Q2	$3K	Hold	70	–	–	﹤0.01%	598
2020 Q1	$3K	Buy	70 +44	+169%	+$1.97K	﹤0.01%	558
2019 Q4	$1K	Sell	26 -51	-66%	-$2.36K	﹤0.01%	769
2019 Q3	$4K	Hold	77	–	–	﹤0.01%	569
2019 Q2	$4K	Hold	77	–	–	﹤0.01%	551
2019 Q1	$4K	Buy	+77	New	+$3.55K	﹤0.01%	521

Other funds holding SHYG

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

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

JSTA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TS Financial Group (TSFG)'s SHYG Position: Q3 2024 in Review

TS Financial Group (TSFG) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 26 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in SHYG in Q1 2019 and held it in 22 quarters. The position peaked at $4K in Q3 2019. 517 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

TS Financial Group (TSFG) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 26 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $1K.
TS Financial Group (TSFG) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and held it in 22 quarters.
TS Financial Group (TSFG)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4K in Q3 2019.
517 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2024, filed 15 Oct 2024.