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Aveo Capital Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-15,716
Closed -$670K – 301
2024
Q4 		$670K Buy
15,716
+789
+5% +$33.9K 0.07% 166
2024
Q3 		$648K Buy
14,927
+319
+2% +$13.6K 0.07% 172
2024
Q2 		$616K Buy
14,608
+286
+2% +$12K 0.07% 165
2024
Q1 		$604K Buy
14,322
+1,315
+10% +$55.7K 0.07% 191
2023
Q4 		$549K Buy
13,007
+1,794
+16% +$74K 0.07% 194
2023
Q3 		$460K Sell
11,213
-146
-1% -$6.03K 0.06% 205
2023
Q2 		$471K Buy
11,359
+4,373
+63% +$180K 0.06% 212
2023
Q1 		$291K Sell
6,986
-807
-10% -$33.4K 0.04% 267
2022
Q4 		$319K Buy
+7,793
New +$319K 0.05% 256
2022
Q2 		– Sell
-6,309
Closed -$277K – 296
2022
Q1 		$277K Buy
+6,309
New +$279K 0.05% 226
2019
Q3 		– Sell
-5,574
Closed -$260K – 199
2019
Q2 		$260K Buy
+5,574
New +$259K 0.11% 148
2017
Q2 		– Sell
-4,545
Closed -$217K – 144
2017
Q1 		$217K Buy
4,545
+9
+0.2% +$429 0.08% 111
2016
Q4 		$215K Buy
+4,536
New +$213K 0.06% 203

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AssetMark Inc
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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 $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Aveo Capital Partners's SHYG Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 15,716 shares — an estimated $670K sold.

Aveo Capital Partners first reported a position in SHYG in Q4 2016 and held it in 13 quarters. The position peaked at $670K in Q4 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 15,716 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $670K.
  • Aveo Capital Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and held it in 13 quarters.
  • Aveo Capital Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $670K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.