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

Verus Capital Partners’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	-5,633	Closed	-$238K	–	361
2023 Q4	$238K	Sell	5,633 -2,478	-31%	-$102K	0.03%	272
2023 Q3	$333K	Sell	8,111 -2,747	-25%	-$113K	0.05%	211
2023 Q2	$450K	Sell	10,858 -9,218	-46%	-$380K	0.06%	175
2023 Q1	$837K	Sell	20,076 -11,697	-37%	-$484K	0.13%	103
2022 Q4	$1.3M	Sell	31,773 -6,758	-18%	-$276K	0.24%	68
2022 Q3	$1.54M	Buy	38,531 +5,121	+15%	+$212K	0.29%	51
2022 Q2	$1.78M	Sell	33,410 -12,445	-27%	-$526K	0.35%	45
2022 Q1	$1.95M	Buy	+45,855	New	+$2.03M	0.3%	56
2020 Q1	$1K	Buy	+17	New	+$762	﹤0.01%	1427

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 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 22.9% 1-Year Est. Return

Verus Capital Partners's SHYG Position: Q1 2024 in Review

Verus Capital Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2024, closing a stake of 5,633 shares — an estimated $238K sold.

Verus Capital Partners first reported a position in SHYG in Q1 2020 and held it in 9 quarters. The position peaked at $1.95M in Q1 2022. 502 funds tracked by Wall St. Rank hold SHYG as of Q1 2024.

Verus Capital Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Verus Capital Partners sold 5,633 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2024, an estimated $238K.
Verus Capital Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Verus Capital Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.95M in Q1 2022.
502 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2024.

Based on Verus Capital Partners's 13F filing for Q1 2024, filed 7 May 2024.