AA
SHYG icon

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

Advisory Alpha’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
-165,062
Closed -$7.03M – 470
2024
Q4 		$7.03M Buy
165,062
+16,708
+11% +$718K 0.25% 54
2024
Q3 		$6.44M Buy
148,354
+3,599
+2% +$154K 0.23% 54
2024
Q2 		$6.11M Buy
144,755
+25,891
+22% +$1.09M 0.24% 55
2024
Q1 		$5.06M Buy
118,864
+28,113
+31% +$1.19M 0.21% 63
2023
Q4 		$3.83M Sell
90,751
-6,781
-7% -$280K 0.18% 75
2023
Q3 		$4M Sell
97,532
-4,652
-5% -$192K 0.21% 67
2023
Q2 		$4.24M Buy
102,184
+6,157
+6% +$254K 0.22% 67
2023
Q1 		$4M Buy
96,027
+11,561
+14% +$479K 0.25% 54
2022
Q4 		$3.45M Sell
84,466
-2,753
-3% -$113K 0.24% 52
2022
Q3 		$3.48M Sell
87,219
-19,997
-19% -$827K 0.27% 51
2022
Q2 		$4.35M Buy
107,216
+8,532
+9% +$361K 0.33% 40
2022
Q1 		$4.34M Sell
98,684
-29,981
-23% -$1.33M 0.28% 46
2021
Q4 		$5.83M Buy
128,665
+3,842
+3% +$174K 0.34% 38
2021
Q3 		$5.7M Buy
124,823
+7,915
+7% +$362K 0.39% 36
2021
Q2 		$5.38M Buy
116,908
+34,624
+42% +$1.59M 0.44% 36
2021
Q1 		$3.77M Buy
+82,284
New +$3.75M 0.38% 42
2018
Q4 		– Sell
-192,070
Closed -$8.87M – 153
2018
Q3 		$8.87M Buy
192,070
+8,228
+4% +$385K 2.25% 17
2018
Q2 		$8.61M Buy
183,842
+2,073
+1% +$96.9K 2.16% 16
2018
Q1 		$8.48M Buy
181,769
+14,208
+8% +$667K 2.94% 10
2017
Q4 		$7.91M Buy
+167,561
New +$7.93M 2.57% 13

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Advisory Alpha's SHYG Position: Q1 2025 in Review

Advisory Alpha sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 165,062 shares — an estimated $7.03M sold.

Advisory Alpha first reported a position in SHYG in Q4 2017 and held it in 20 quarters. The position peaked at $8.87M in Q3 2018. 532 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Advisory Alpha reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Advisory Alpha sold 165,062 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $7.03M.
  • Advisory Alpha first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • Advisory Alpha's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.87M in Q3 2018.
  • 532 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Advisory Alpha's 13F filing for Q1 2025, filed 8 Apr 2025.