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Boyd Watterson Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Boyd Watterson Asset 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
Q2 		– Sell
-215
Closed -$9.14K – 433
2025
Q1 		$9.14K Buy
+215
New +$9.22K ﹤0.01% 301
2021
Q1 		– Sell
-23,047
Closed -$1.05M – 149
2020
Q4 		$1.05M Buy
23,047
+3,464
+18% +$155K 0.5% 58
2020
Q3 		$861K Buy
19,583
+1,066
+6% +$46.9K 0.47% 63
2020
Q2 		$794K Buy
18,517
+397
+2% +$16.8K 0.54% 58
2020
Q1 		$741K Sell
18,120
-3,849
-18% -$172K 0.61% 51
2019
Q4 		$1.02M Sell
21,969
-908
-4% -$42K 0.67% 44
2019
Q3 		$1.06M Buy
22,877
+336
+1% +$15.6K 0.75% 45
2019
Q2 		$1.05M Sell
22,541
-836
-4% -$38.9K 0.72% 43
2019
Q1 		$1.09M Sell
23,377
-3,425
-13% -$158K 0.69% 44
2018
Q4 		$1.19M Sell
26,802
-71,761
-73% -$3.29M 0.87% 38
2018
Q3 		$4.64M Sell
98,563
-16,693
-14% -$782K 2.65% 4
2018
Q2 		$5.37M Sell
115,256
-6,927
-6% -$324K 3.08% 4
2018
Q1 		$5.72M Sell
122,183
-4,382
-3% -$206K 2.84% 6
2017
Q4 		$5.96M Sell
126,565
-2,203
-2% -$104K 2.88% 4
2017
Q3 		$6.16M Buy
128,768
+6,858
+6% +$327K 3.04% 4
2017
Q2 		$5.83M Sell
121,910
-5,067
-4% -$242K 2.99% 5
2017
Q1 		$6.07M Buy
126,977
+79,447
+167% +$3.78M 3.04% 6
2016
Q4 		$2.25M Buy
47,530
+7,789
+20% +$366K 1.19% 22
2016
Q3 		$1.88M Buy
39,741
+9,048
+29% +$423K 0.92% 29
2016
Q2 		$1.42M Buy
30,693
+9,563
+45% +$436K 0.68% 43
2016
Q1 		$951K Buy
+21,130
New +$932K 0.46% 62

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Boyd Watterson Asset Management's SHYG Position: Q2 2025 in Review

Boyd Watterson Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 215 shares — an estimated $9.14K sold.

Boyd Watterson Asset Management first reported a position in SHYG in Q1 2016 and held it in 21 quarters. The position peaked at $6.16M in Q3 2017. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Boyd Watterson Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 215 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $9.14K.
  • Boyd Watterson Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2016 and held it in 21 quarters.
  • Boyd Watterson Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.16M in Q3 2017.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.