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CFS Investment Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

CFS Investment Advisory Services’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
-8,383
Closed -$356K – 339
2025
Q1 		$356K Sell
8,383
-7,422
-47% -$318K 0.03% 253
2024
Q4 		$673K Sell
15,805
-1,347
-8% -$57.9K 0.06% 188
2024
Q3 		$745K Sell
17,152
-11,177
-39% -$478K 0.06% 176
2024
Q2 		$1.2M Sell
28,329
-568
-2% -$23.9K 0.1% 125
2024
Q1 		$1.23M Sell
28,897
-3,285
-10% -$139K 0.21% 73
2023
Q4 		$1.36M Buy
32,182
+10,854
+51% +$448K 0.24% 64
2023
Q3 		$875K Sell
21,328
-1,349
-6% -$55.7K 0.14% 96
2023
Q2 		$940K Sell
22,677
-1,422
-6% -$58.6K 0.12% 123
2023
Q1 		$1M Sell
24,099
-210,069
-90% -$8.7M 0.18% 70
2022
Q4 		$9.57M Sell
234,168
-683,420
-74% -$28M 2.17% 10
2022
Q3 		$917K Buy
917,588
+896,653
+4,283% +$37.1M 0.21% 62
2022
Q2 		$849K Sell
20,935
-785,160
-97% -$33.2M 0.13% 136
2022
Q1 		$18K Buy
806,095
+787,785
+4,302% +$34.9M 0.08% 122
2021
Q4 		$818K Buy
18,310
+3,774
+26% +$171K 0.11% 143
2021
Q3 		$664K Buy
+14,536
New +$665K 0.09% 146
2020
Q4 		$6.83M Buy
+150,227
New +$6.71M 1.09% 19

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

CFS Investment Advisory Services's SHYG Position: Q2 2025 in Review

CFS Investment Advisory Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 8,383 shares — an estimated $356K sold.

CFS Investment Advisory Services first reported a position in SHYG in Q4 2020 and held it in 16 quarters. The position peaked at $9.57M in Q4 2022. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • CFS Investment Advisory Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 8,383 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $356K.
  • CFS Investment Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
  • CFS Investment Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.57M in Q4 2022.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on CFS Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.