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Blue Barn Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Blue Barn Wealth’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 		$2.15M Sell
50,219
-134,246
-73% -$5.76M 3.14% 9
2025
Q3 		$7.99M Buy
184,465
+3,048
+2% +$131K 3.51% 6
2025
Q2 		$7.83M Buy
181,417
+4,090
+2% +$173K 3.69% 6
2025
Q1 		$7.54M Buy
177,327
+8,252
+5% +$354K 3.93% 6
2024
Q4 		$7.2M Buy
169,075
+8,013
+5% +$344K 3.8% 6
2024
Q3 		$6.99M Buy
161,062
+4,799
+3% +$205K 3.59% 7
2024
Q2 		$6.59M Buy
156,263
+5,008
+3% +$211K 3.67% 7
2024
Q1 		$6.44M Buy
151,255
+3,425
+2% +$145K 3.59% 7
2023
Q4 		$6.24M Buy
147,830
+3,342
+2% +$138K 3.71% 8
2023
Q3 		$5.93M Buy
144,488
+4,372
+3% +$181K 3.89% 7
2023
Q2 		$5.81M Sell
140,116
-528
-0.4% -$21.8K 3.77% 8
2023
Q1 		$5.86M Buy
140,644
+3,487
+3% +$144K 3.63% 9
2022
Q4 		$5.61M Sell
137,157
-19,143
-12% -$783K 3.69% 8
2022
Q3 		$6.24M Buy
156,300
+1,725
+1% +$71.3K 4.44% 7
2022
Q2 		$6.27M Sell
154,575
-458
-0.3% -$19.4K 4.8% 6
2022
Q1 		$6.82M Buy
155,033
+3,158
+2% +$140K 4.72% 6
2021
Q4 		$6.88M Buy
151,875
+21,785
+17% +$987K 4.65% 6
2021
Q3 		$5.95M Buy
130,090
+16,220
+14% +$742K 5.21% 4
2021
Q2 		$5.25M Buy
+113,870
New +$5.22M 5.38% 4

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Blue Barn Wealth's SHYG Position: Q4 2025 in Review

Blue Barn Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 73% in Q4 2025, selling an estimated $5.76M and leaving 50,219 shares worth $2.15M. The position accounts for 3.14% of the portfolio, ranked #9.

Blue Barn Wealth first reported a position in SHYG in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.99M in Q3 2025. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Blue Barn Wealth held 50,219 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.15M as of Q4 2025.
  • Blue Barn Wealth sold 134,246 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $5.76M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 3.14% of Blue Barn Wealth's portfolio in Q4 2025, its #9 holding.
  • Blue Barn Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.99M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.