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Center for Financial Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Center for Financial Planning’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
-24
Closed -$1.02K – 711
2025
Q1 		$1.02K Buy
+24
New +$1.03K ﹤0.01% 636

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

Center for Financial Planning's SHYG Position: Q2 2025 in Review

Center for Financial Planning sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 24 shares — an estimated $1.02K sold.

Center for Financial Planning first reported a position in SHYG in Q1 2025 and held it in 1 quarter. The position peaked at $1.02K in Q1 2025. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Center for Financial Planning reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 24 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.02K.
  • Center for Financial Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Center for Financial Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.02K in Q1 2025.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.