Cherry Tree Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cherry Tree Wealth Management’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	-132	Closed	-$5.61K	–	729
2025 Q1	$5.61K	Sell	132 -488	-79%	-$20.9K	﹤0.01%	513
2024 Q4	$26.4K	Buy	620 +132	+27%	+$5.67K	0.01%	305
2024 Q3	$21.2K	Hold	488	–	–	0.01%	338
2024 Q2	$20.6K	Hold	488	–	–	0.01%	325
2024 Q1	$20.8K	Hold	488	–	–	0.01%	315
2023 Q4	$20.6K	Hold	488	–	–	0.01%	302
2023 Q3	$20K	Hold	488	–	–	0.01%	292
2023 Q2	$20.2K	Buy	+488	New	+$20.1K	0.01%	288

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 Tree Wealth Management's SHYG Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 132 shares — an estimated $5.61K sold.

Cherry Tree Wealth Management first reported a position in SHYG in Q2 2023 and held it in 8 quarters. The position peaked at $26.4K in Q4 2024. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Cherry Tree Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 132 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $5.61K.
Cherry Tree Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
Cherry Tree Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $26.4K in Q4 2024.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.