Cherry Creek Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cherry Creek Investment Advisors’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	-5,490	Closed	-$233K	–	122
2025 Q1	$233K	Sell	5,490 -471	-8%	-$20.2K	0.12%	94
2024 Q4	$254K	Buy	5,961 +165	+3%	+$7.09K	0.12%	93
2024 Q3	$252K	Sell	5,796 -218	-4%	-$9.32K	0.13%	88
2024 Q2	$254K	Buy	6,014 +174	+3%	+$7.33K	0.13%	89
2024 Q1	$248K	Sell	5,840 -322	-5%	-$13.6K	0.13%	89
2023 Q4	$260K	Buy	+6,162	New	+$254K	0.16%	83
2022 Q1	–	Sell	-6,487	Closed	-$294K	–	112
2021 Q4	$294K	Sell	6,487 -95	-1%	-$4.31K	0.18%	77
2021 Q3	$301K	Buy	6,582 +729	+12%	+$33.4K	0.2%	80
2021 Q2	$270K	Buy	+5,853	New	+$268K	0.18%	88

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Cherry Creek Investment Advisors's SHYG Position: Q2 2025 in Review

Cherry Creek Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 5,490 shares — an estimated $233K sold.

Cherry Creek Investment Advisors first reported a position in SHYG in Q2 2021 and held it in 9 quarters. The position peaked at $301K in Q3 2021. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Cherry Creek Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cherry Creek Investment Advisors sold 5,490 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $233K.
Cherry Creek Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and held it in 9 quarters.
Cherry Creek Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $301K in Q3 2021.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.