1900 Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

1900 Wealth Management’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
2025 Q1	–	Sell	-5,183	Closed	-$221K	–	225
2024 Q4	$221K	Sell	5,183 -456	-8%	-$19.6K	0.02%	208
2024 Q3	$245K	Hold	5,639	–	–	0.02%	205
2024 Q2	$238K	Hold	5,639	–	–	0.02%	205
2024 Q1	$240K	Sell	5,639 -61,610	-92%	-$2.61M	0.02%	219
2023 Q4	$2.84M	Sell	67,249 -124,158	-65%	-$5.12M	0.26%	74
2023 Q3	$7.85M	Buy	191,407 +10,502	+6%	+$434K	0.78%	28
2023 Q2	$7.5M	Buy	180,905 +66,044	+57%	+$2.72M	0.77%	32
2023 Q1	$4.74M	Buy	114,861 +2,021	+2%	+$83.7K	0.51%	50
2022 Q4	$4.61M	Sell	112,840 -13,580	-11%	-$556K	0.5%	50
2022 Q3	$5.05M	Buy	126,420 +51,614	+69%	+$2.13M	0.59%	43
2022 Q2	$3.03M	Sell	74,806 -6,721	-8%	-$284K	0.33%	61
2022 Q1	$3.58M	Sell	81,527 -17,610	-18%	-$780K	0.34%	58
2021 Q4	$4.49M	Sell	99,137 -22,497	-18%	-$1.02M	0.41%	53
2021 Q3	$5.56M	Sell	121,634 -47,042	-28%	-$2.15M	0.54%	47
2021 Q2	$7.77M	Buy	168,676 +5,148	+3%	+$236K	0.74%	29
2021 Q1	$7.49M	Sell	163,528 -12,652	-7%	-$576K	0.57%	30
2020 Q4	$8.01M	Buy	+176,180	New	+$7.87M	0.94%	27

Other funds holding SHYG

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

1900 Wealth Management's SHYG Position: Q1 2025 in Review

1900 Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 5,183 shares — an estimated $221K sold.

1900 Wealth Management first reported a position in SHYG in Q4 2020 and held it in 17 quarters. The position peaked at $8.01M in Q4 2020. 532 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

1900 Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
1900 Wealth Management sold 5,183 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $221K.
1900 Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 17 quarters.
1900 Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.01M in Q4 2020.
532 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on 1900 Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.