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

Bogart Wealth LLC’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	-10	Closed	-$433	–	1676
2025 Q3	$433	Sell	10 -124	-93%	-$5.34K	﹤0.01%	1455
2025 Q2	$5.78K	Buy	134 +107	+396%	+$4.53K	﹤0.01%	907
2025 Q1	$1.15K	Hold	27	–	–	﹤0.01%	1161
2024 Q4	$1.15K	Hold	27	–	–	﹤0.01%	1186
2024 Q3	$1.17K	Hold	27	–	–	﹤0.01%	1011
2024 Q2	$1.14K	Buy	+27	New	+$1.14K	﹤0.01%	997
2023 Q1	–	Sell	-14	Closed	-$572	–	1192
2022 Q4	$572	Hold	14	–	–	﹤0.01%	906
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	941
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	863
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	760
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	730
2021 Q3	$1K	Buy	+14	New	+$640	﹤0.01%	701

Other funds holding SHYG

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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bogart Wealth LLC's SHYG Position: Q4 2025 in Review

Bogart Wealth LLC sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 10 shares — an estimated $433 sold.

Bogart Wealth LLC first reported a position in SHYG in Q3 2021 and held it in 12 quarters. The position peaked at $5.78K in Q2 2025. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Bogart Wealth LLC reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 10 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $433.
Bogart Wealth LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and held it in 12 quarters.
Bogart Wealth LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.78K in Q2 2025.
582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.