Alternative Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Alternative Investment Advisors’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 Q3	–	Sell	-53,940	Closed	-$2.33M	–	62
2025 Q2	$2.33M	Sell	53,940 -3,530	-6%	-$149K	1.16%	13
2025 Q1	$2.44M	Sell	57,470 -2,550	-4%	-$109K	1.29%	14
2024 Q4	$2.56M	Sell	60,020 -8,082	-12%	-$347K	1.33%	13
2024 Q3	$2.96M	Buy	68,102 +7,515	+12%	+$321K	1.55%	12
2024 Q2	$2.56M	Buy	60,587 +8,731	+17%	+$368K	1.46%	15
2024 Q1	$2.19M	Buy	51,856 +8,557	+20%	+$362K	1.32%	21
2023 Q4	$1.83M	Buy	43,299 +15,677	+57%	+$647K	1.19%	25
2023 Q3	$1.13M	Buy	+27,622	New	+$1.14M	0.79%	34

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alternative Investment Advisors's SHYG Position: Q3 2025 in Review

Alternative Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 53,940 shares — an estimated $2.33M sold.

Alternative Investment Advisors first reported a position in SHYG in Q3 2023 and held it in 8 quarters. The position peaked at $2.96M in Q3 2024. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Alternative Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Alternative Investment Advisors sold 53,940 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $2.33M.
Alternative Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and held it in 8 quarters.
Alternative Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.96M in Q3 2024.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Alternative Investment Advisors's 13F filing for Q3 2025, filed 17 Dec 2025.