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

AllSquare 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	-15	Closed	-$639	–	551
2024 Q4	$639	Hold	15	–	–	﹤0.01%	495
2024 Q3	$651	Hold	15	–	–	﹤0.01%	499
2024 Q2	$633	Hold	15	–	–	﹤0.01%	493
2024 Q1	$638	Hold	15	–	–	﹤0.01%	492
2023 Q4	$633	Hold	15	–	–	﹤0.01%	494
2023 Q3	$615	Hold	15	–	–	﹤0.01%	500
2023 Q2	$617	Hold	15	–	–	﹤0.01%	515
2023 Q1	$625	Buy	+15	New	+$621	﹤0.01%	508

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 22.9% 1-Year Est. Return

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

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

AllSquare Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 15 shares — an estimated $639 sold.

AllSquare Wealth Management first reported a position in SHYG in Q1 2023 and held it in 8 quarters. The position peaked at $651 in Q3 2024. 532 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

AllSquare 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.
AllSquare Wealth Management sold 15 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $639.
AllSquare Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
AllSquare Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $651 in Q3 2024.
532 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on AllSquare Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.