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

Wintrust Investments’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 Q4	$191K	Buy	4,486 +3,329	+288%	+$143K	0.17%	98
2024 Q3	$50K	Buy	+1,157	New	+$49.4K	0.04%	310
2022 Q1	–	Sell	-46,948	Closed	-$2.13M	–	437
2021 Q4	$2.13M	Sell	46,948 -12,495	-21%	-$566K	0.2%	91
2021 Q3	$2.72M	Buy	59,443 +610	+1%	+$27.9K	0.37%	53
2021 Q2	$2.71M	Sell	58,833 -1,301	-2%	-$59.6K	0.28%	65
2021 Q1	$2.75M	Buy	+60,134	New	+$2.74M	0.29%	72
2020 Q2	–	Sell	-28,632	Closed	-$1.17M	–	376
2020 Q1	$1.17M	Buy	+28,632	New	+$1.28M	0.19%	94

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JSTA

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

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

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

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

Wintrust Investments's SHYG Position: Q4 2024 in Review

Wintrust Investments increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 288% in Q4 2024, buying an estimated $143K and bringing the position to 4,486 shares worth $191K. The position accounts for 0.17% of the portfolio, ranked #98.

Wintrust Investments first reported a position in SHYG in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.75M in Q1 2021. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Wintrust Investments held 4,486 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $191K as of Q4 2024.
Wintrust Investments bought 3,329 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $143K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of Wintrust Investments's portfolio in Q4 2024, its #98 holding.
Wintrust Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 7 quarters since.
Wintrust Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.75M in Q1 2021.
541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.