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Bell Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bell Investment Advisors’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
-379
Closed -$16.3K – 1955
2025
Q2 		$16.3K Buy
379
+7
+2% +$296 ﹤0.01% 488
2025
Q1 		$15.8K Buy
372
+5
+1% +$215 ﹤0.01% 456
2024
Q4 		$15.7K Buy
367
+8
+2% +$344 ﹤0.01% 450
2024
Q3 		$15.6K Buy
359
+6
+2% +$256 ﹤0.01% 453
2024
Q2 		$14.9K Buy
353
+7
+2% +$295 ﹤0.01% 468
2024
Q1 		$14.7K Sell
346
-656
-65% -$27.8K ﹤0.01% 452
2023
Q4 		$42.3K Buy
1,002
+22
+2% +$907 0.01% 217
2023
Q3 		$40.2K Sell
980
-7,265
-88% -$300K 0.01% 198
2023
Q2 		$342K Sell
8,245
-272
-3% -$11.2K 0.08% 70
2023
Q1 		$355K Sell
8,517
-49
-0.6% -$2.03K 0.08% 64
2022
Q4 		$350K Buy
8,566
+7,231
+542% +$296K 0.09% 63
2022
Q3 		$53K Sell
1,335
-219
-14% -$9.05K 0.02% 131
2022
Q2 		$63K Buy
+1,554
New +$65.7K 0.02% 116
2021
Q4 		$84K Sell
1,847
-328
-15% -$14.9K 0.02% 112
2021
Q3 		$99K Buy
+2,175
New +$99.5K 0.03% 96

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
BI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bell Investment Advisors's SHYG Position: Q3 2025 in Review

Bell Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 379 shares — an estimated $16.3K sold.

Bell Investment Advisors first reported a position in SHYG in Q3 2021 and held it in 15 quarters. The position peaked at $355K in Q1 2023. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • Bell Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 379 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $16.3K.
  • Bell Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and held it in 15 quarters.
  • Bell Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $355K in Q1 2023.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.