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Beacon Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Beacon Financial Group’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 		– Sell
-25,647
Closed -$1.09M – 350
2025
Q1 		$1.09M Buy
+25,647
New +$1.1M 0.12% 154

Other funds holding SHYG

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Beacon Financial Group's SHYG Position: Q2 2025 in Review

Beacon Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 25,647 shares — an estimated $1.09M sold.

Beacon Financial Group first reported a position in SHYG in Q1 2025 and held it in 1 quarter. The position peaked at $1.09M in Q1 2025. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Beacon Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Group sold 25,647 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.09M.
  • Beacon Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Beacon Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.09M in Q1 2025.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Beacon Financial Group's 13F filing for Q2 2025, filed 9 Jul 2025.