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

Angeles 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 Q3	–	Sell	-1,183	Closed	-$51K	–	443
2025 Q2	$51K	Buy	+1,183	New	+$50K	﹤0.01%	378
2024 Q1	–	Sell	-2,151	Closed	-$90.8K	–	307
2023 Q4	$90.8K	Buy	2,151 +54	+3%	+$2.23K	0.01%	214
2023 Q3	$86K	Hold	2,097	–	–	0.01%	187
2023 Q2	$86.9K	Buy	2,097 +189	+10%	+$7.79K	0.01%	196
2023 Q1	$79.5K	Buy	1,908 +1,190	+166%	+$49.3K	0.01%	186
2022 Q4	$29.4K	Hold	718	–	–	0.01%	197
2022 Q3	$29K	Buy	+718	New	+$29.7K	0.01%	195

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 22.9% 1-Year Est. Return

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

Angeles Wealth Management's SHYG Position: Q3 2025 in Review

Angeles Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 1,183 shares — an estimated $51K sold.

Angeles Wealth Management first reported a position in SHYG in Q3 2022 and held it in 7 quarters. The position peaked at $90.8K in Q4 2023. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Angeles Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Angeles Wealth Management sold 1,183 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $51K.
Angeles Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
Angeles Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $90.8K in Q4 2023.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.