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

Atria Wealth Solutions’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
Q2 		$1.59M Sell
36,809
-132,514
-78% -$5.61M 0.04% 481
2025
Q1 		$7.2M Sell
169,323
-22,036
-12% -$945K 0.09% 244
2024
Q4 		$8.15M Buy
191,359
+4,249
+2% +$183K 0.09% 230
2024
Q3 		$8.12M Sell
187,110
-41,964
-18% -$1.79M 0.09% 237
2024
Q2 		$9.67M Buy
229,074
+64,613
+39% +$2.72M 0.11% 193
2024
Q1 		$7M Buy
164,461
+34,535
+27% +$1.46M 0.08% 261
2023
Q4 		$5.49M Buy
129,926
+18,822
+17% +$776K 0.07% 291
2023
Q3 		$4.56M Buy
111,104
+5,127
+5% +$212K 0.06% 313
2023
Q2 		$4.39M Sell
105,977
-5,107
-5% -$210K 0.06% 323
2023
Q1 		$4.63M Sell
111,084
-282,480
-72% -$11.7M 0.07% 284
2022
Q4 		$16.1M Buy
393,564
+293,260
+292% +$12M 0.26% 90
2022
Q3 		$4.01M Sell
100,304
-14,850
-13% -$614K 0.07% 280
2022
Q2 		$4.67M Buy
115,154
+25,025
+28% +$1.06M 0.09% 246
2022
Q1 		$3.96M Buy
+90,129
New +$3.99M 0.07% 301

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Atria Wealth Solutions's SHYG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 78% in Q2 2025, selling an estimated $5.61M and leaving 36,809 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #481.

Atria Wealth Solutions first reported a position in SHYG in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.1M in Q4 2022. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Atria Wealth Solutions held 36,809 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.59M as of Q2 2025.
  • Atria Wealth Solutions sold 132,514 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $5.61M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #481 holding.
  • Atria Wealth Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $16.1M in Q4 2022.
  • 534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.