AIA
SHYG icon

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

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Empower Advisory Group
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BI
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JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return