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

Bellwether 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	-714	Closed	-$30.8K	–	488
2025 Q2	$30.8K	Hold	714	–	–	0.01%	254
2025 Q1	$30.4K	Hold	714	–	–	0.01%	246
2024 Q4	$30.4K	Buy	+714	New	+$30.7K	0.01%	261
2023 Q2	–	Sell	-1,174	Closed	-$48.9K	–	371
2023 Q1	$48.9K	Sell	1,174 -84	-7%	-$3.48K	0.01%	193
2022 Q4	$51.4K	Sell	1,258 -10,032	-89%	-$410K	0.01%	189
2022 Q3	$450K	Hold	11,290	–	–	0.15%	74
2022 Q2	$457K	Sell	11,290 -2,638	-19%	-$112K	0.15%	84
2022 Q1	$612K	Hold	13,928	–	–	0.18%	91
2021 Q4	$630K	Buy	13,928 +393	+3%	+$17.8K	0.2%	80
2021 Q3	$618K	Hold	13,535	–	–	0.21%	81
2021 Q2	$623K	Buy	13,535 +108	+0.8%	+$4.95K	0.21%	87
2021 Q1	$615K	Hold	13,427	–	–	0.24%	68
2020 Q4	$610K	Buy	+13,427	New	+$600K	0.27%	60

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bellwether Advisors's SHYG Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 714 shares — an estimated $30.8K sold.

Bellwether Advisors first reported a position in SHYG in Q4 2020 and held it in 13 quarters. The position peaked at $630K in Q4 2021. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Bellwether Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 714 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $30.8K.
Bellwether Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $630K in Q4 2021.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.