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

Castleview 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
Q1 		– Sell
-346
Closed -$14.8K – 491
2024
Q4 		$14.8K Sell
346
-1
-0.3% -$43 0.01% 518
2024
Q3 		$15.1K Sell
347
-3
-0.9% -$128 0.01% 487
2024
Q2 		$14.8K Sell
350
-153
-30% -$6.44K 0.01% 467
2024
Q1 		$21.4K Buy
503
+291
+137% +$12.3K 0.01% 458
2023
Q4 		$8.95K Buy
+212
New +$8.74K 0.01% 525
2023
Q2 		– Sell
-15
Closed -$625 – 727
2023
Q1 		$625 Hold
15
– – ﹤0.01% 639
2022
Q4 		$613 Buy
15
+4
+36% +$164 ﹤0.01% 579
2022
Q3 		$0 Sell
11
-317
-97% -$13.1K ﹤0.01% 737
2022
Q2 		$16.5K Sell
328
-71
-18% -$3K 0.01% 404
2022
Q1 		$17K Sell
399
-250,472
-100% -$11.1M 0.01% 451
2021
Q4 		$5.54K Buy
+250,871
New +$11.4M 0.04% 148
2021
Q2 		$318K Buy
+6,899
New +$316K 0.14% 151

Other funds holding SHYG

Royal Bank of Canada
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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
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Castleview Partners's SHYG Position: Q1 2025 in Review

Castleview Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 346 shares — an estimated $14.8K sold.

Castleview Partners first reported a position in SHYG in Q2 2021 and held it in 12 quarters. The position peaked at $318K in Q2 2021. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Castleview Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 346 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $14.8K.
  • Castleview Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
  • Castleview Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $318K in Q2 2021.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.