Cary Street Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cary Street Partners’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	-5,900	Closed	-$255K	–	1007
2025 Q3	$255K	Hold	5,900	–	–	0.01%	726
2025 Q2	$255K	Hold	5,900	–	–	0.01%	702
2025 Q1	$251K	Sell	5,900 -750	-11%	-$32.2K	0.01%	691
2024 Q4	$283K	Buy	+6,650	New	+$286K	0.01%	632

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

Cary Street Partners's SHYG Position: Q4 2025 in Review

Cary Street Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 5,900 shares — an estimated $255K sold.

Cary Street Partners first reported a position in SHYG in Q4 2024 and held it in 4 quarters. The position peaked at $283K in Q4 2024. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Cary Street Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Cary Street Partners sold 5,900 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $255K.
Cary Street Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Cary Street Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $283K in Q4 2024.
582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.