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

Bulltick Wealth 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	-27,788	Closed	-$1.18M	–	135
2025 Q1	$1.18M	Sell	27,788 -111	-0.4%	-$4.76K	0.31%	67
2024 Q4	$1.19M	Sell	27,899 -1,720	-6%	-$73.9K	0.27%	62
2024 Q3	$1.29M	Buy	29,619 +968	+3%	+$41.4K	0.31%	61
2024 Q2	$1.21M	Sell	28,651 -16,696	-37%	-$703K	0.3%	56
2024 Q1	$1.93M	Buy	45,347 +12,505	+38%	+$529K	0.33%	54
2023 Q4	$1.39M	Buy	32,842 +1,000	+3%	+$41.2K	0.32%	57
2023 Q3	$1.31M	Sell	31,842 -200	-0.6%	-$8.26K	0.31%	59
2023 Q2	$1.33M	Buy	+32,042	New	+$1.32M	0.3%	61

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bulltick Wealth Management's SHYG Position: Q2 2025 in Review

Bulltick Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 27,788 shares — an estimated $1.18M sold.

Bulltick Wealth Management first reported a position in SHYG in Q2 2023 and held it in 8 quarters. The position peaked at $1.93M in Q1 2024. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Bulltick Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Bulltick Wealth Management sold 27,788 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.18M.
Bulltick Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
Bulltick Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.93M in Q1 2024.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Bulltick Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.