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SHYG icon

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

Ancora 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
-33
Closed -$1.42K – 2045
2025
Q2 		$1.42K Hold
33
– – ﹤0.01% 1700
2025
Q1 		$1.4K Sell
33
-429
-93% -$18.4K ﹤0.01% 1555
2024
Q4 		$19.7K Buy
462
+341
+282% +$14.7K ﹤0.01% 1209
2024
Q3 		$5.25K Buy
+121
New +$5.17K ﹤0.01% 1440
2023
Q4 		– Sell
-81
Closed -$3.32K – 1827
2023
Q3 		$3.32K Hold
81
– – ﹤0.01% 1443
2023
Q2 		$3.36K Sell
81
-4
-5% -$165 ﹤0.01% 1432
2023
Q1 		$3.54K Sell
85
-6,992
-99% -$290K ﹤0.01% 1448
2022
Q4 		$289K Buy
7,077
+6,824
+2,697% +$279K 0.01% 597
2022
Q3 		$10K Buy
253
+53
+27% +$2.19K ﹤0.01% 1494
2022
Q2 		$8K Sell
200
-655
-77% -$27.7K ﹤0.01% 1667
2022
Q1 		$38K Buy
+855
New +$37.9K ﹤0.01% 1359
2021
Q1 		– Sell
-4,595
Closed -$208K – 1822
2020
Q4 		$208K Buy
4,595
+617
+16% +$27.6K 0.01% 619
2020
Q3 		$175K Buy
+3,978
New +$175K 0.01% 622

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
BI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ancora Advisors's SHYG Position: Q3 2025 in Review

Ancora Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 33 shares — an estimated $1.42K sold.

Ancora Advisors first reported a position in SHYG in Q3 2020 and held it in 13 quarters. The position peaked at $289K in Q4 2022. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • Ancora Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ancora Advisors sold 33 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $1.42K.
  • Ancora Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 13 quarters.
  • Ancora Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $289K in Q4 2022.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.