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

WR Wealth Planners’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	$19.3K	Sell	452 -131	-22%	-$5.63K	0.01%	466
2024 Q3	$25.3K	Hold	583	–	–	0.01%	442
2024 Q2	$24.6K	Hold	583	–	–	0.01%	416
2024 Q1	$24.8K	Buy	+583	New	+$24.7K	0.01%	420
2023 Q4	–	Sell	-1,439	Closed	-$59K	–	743
2023 Q3	$59K	Sell	1,439 -16	-1%	-$661	0.02%	300
2023 Q2	$60.3K	Sell	1,455 -692	-32%	-$28.5K	0.02%	295
2023 Q1	$89.5K	Sell	2,147 -9,047	-81%	-$375K	0.04%	247
2022 Q4	$458K	Buy	11,194 +8,390	+299%	+$343K	0.28%	61
2022 Q3	$112K	Sell	2,804 -198	-7%	-$8.19K	0.08%	120
2022 Q2	$122K	Buy	3,002 +32	+1%	+$1.35K	0.08%	116
2022 Q1	$131K	Buy	+2,970	New	+$132K	0.08%	121

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

WR Wealth Planners's SHYG Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 22% in Q4 2024, selling an estimated $5.63K and leaving 452 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #466.

WR Wealth Planners first reported a position in SHYG in Q1 2022 and has held it in 11 quarters since. The position peaked at $458K in Q4 2022. 541 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

WR Wealth Planners held 452 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $19.3K as of Q4 2024.
WR Wealth Planners sold 131 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2024, an estimated $5.63K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #466 holding.
WR Wealth Planners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $458K in Q4 2022.
541 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.