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

BBR 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
Q4 		– Sell
-4,903
Closed -$212K – 283
2025
Q3 		$212K Buy
+4,903
New +$211K 0.01% 249

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BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BBR Partners's SHYG Position: Q4 2025 in Review

BBR Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 4,903 shares — an estimated $212K sold.

BBR Partners first reported a position in SHYG in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • BBR Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • BBR Partners sold 4,903 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $212K.
  • BBR Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • BBR Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $212K in Q3 2025.
  • 581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on BBR Partners's 13F filing for Q4 2025, filed 11 Feb 2026.