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Boreal Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Boreal Capital Management’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
-8,532
Closed -$369K – 526
2025
Q3 		$369K Buy
8,532
+6,032
+241% +$260K 0.3% 84
2025
Q2 		$108K Buy
+2,500
New +$106K 0.09% 167

Other funds holding SHYG

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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

Boreal Capital Management's SHYG Position: Q4 2025 in Review

Boreal Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 8,532 shares — an estimated $369K sold.

Boreal Capital Management first reported a position in SHYG in Q2 2025 and held it in 2 quarters. The position peaked at $369K in Q3 2025. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Boreal Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Boreal Capital Management sold 8,532 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $369K.
  • Boreal Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Boreal Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $369K 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 Boreal Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.