Daffy Charitable Fund’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Daffy Charitable Fund’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	$303K	Buy	+7,108	New	+$306K	0.17%	28

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 $59.5B AUM 15.92% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daffy Charitable Fund's SHYG Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2024: 7,108 shares worth $303K. The stake represents 0.17% of the portfolio and ranks #28 among its holdings.

546 funds tracked by Wall St. Rank hold SHYG as of Q4 2024.

Daffy Charitable Fund held 7,108 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $303K as of Q4 2024.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Daffy Charitable Fund position in Q4 2024.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of Daffy Charitable Fund's portfolio in Q4 2024, its #28 holding.
546 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.