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

Cabot 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
-5,237
Closed -$223K – 132
2025
Q1 		$223K Sell
5,237
-633
-11% -$27.2K 0.03% 122
2024
Q4 		$250K Sell
5,870
-11
-0.2% -$473 0.03% 116
2024
Q3 		$255K Sell
5,881
-37,344
-86% -$1.6M 0.03% 118
2024
Q2 		$1.82M Buy
43,225
+8,436
+24% +$355K 0.24% 77
2024
Q1 		$1.48M Buy
34,789
+4,618
+15% +$195K 0.19% 87
2023
Q4 		$1.27M Buy
30,171
+370
+1% +$15.3K 0.18% 87
2023
Q3 		$1.22M Buy
29,801
+4,789
+19% +$198K 0.19% 88
2023
Q2 		$1.04M Buy
25,012
+856
+4% +$35.3K 0.15% 93
2023
Q1 		$1.01M Buy
24,156
+985
+4% +$40.8K 0.16% 93
2022
Q4 		$947K Buy
23,171
+1,212
+6% +$49.6K 0.16% 92
2022
Q3 		$877K Buy
21,959
+561
+3% +$23.2K 0.15% 97
2022
Q2 		$868K Buy
21,398
+2,637
+14% +$112K 0.14% 97
2022
Q1 		$825K Buy
+18,761
New +$831K 0.11% 99

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

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

Cabot Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 5,237 shares — an estimated $223K sold.

Cabot Wealth Management first reported a position in SHYG in Q1 2022 and held it in 13 quarters. The position peaked at $1.82M in Q2 2024. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Cabot 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.
  • Cabot Wealth Management sold 5,237 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $223K.
  • Cabot Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 13 quarters.
  • Cabot Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.82M in Q2 2024.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Cabot Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.