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Client 1st Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Client 1st Advisory Group’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
Q3 		– Sell
-6,405
Closed -$276K – 144
2025
Q2 		$276K Sell
6,405
-874
-12% -$37K 0.1% 103
2025
Q1 		$310K Sell
7,279
-536
-7% -$23K 0.12% 89
2024
Q4 		$333K Hold
7,815
– – 0.13% 87
2024
Q3 		$339K Hold
7,815
– – 0.13% 87
2024
Q2 		$330K Sell
7,815
-761
-9% -$32K 0.14% 79
2024
Q1 		$365K Sell
8,576
-565
-6% -$23.9K 0.16% 72
2023
Q4 		$386K Sell
9,141
-417
-4% -$17.2K 0.19% 66
2023
Q3 		$392K Sell
9,558
-4,589
-32% -$190K 0.21% 60
2023
Q2 		$586K Sell
14,147
-3,315
-19% -$137K 0.31% 45
2023
Q1 		$728K Sell
17,462
-1,556
-8% -$64.4K 0.39% 35
2022
Q4 		$778K Buy
19,018
+585
+3% +$23.9K 0.45% 33
2022
Q3 		$736K Buy
18,433
+445
+2% +$18.4K 0.46% 30
2022
Q2 		$729K Sell
17,988
-4,053
-18% -$171K 0.43% 29
2022
Q1 		$969K Sell
22,041
-1,047
-5% -$46.4K 0.47% 32
2021
Q4 		$1.05M Sell
23,088
-4,828
-17% -$219K 0.51% 31
2021
Q3 		$1.28M Sell
27,916
-13,805
-33% -$632K 0.65% 25
2021
Q2 		$1.92M Sell
41,721
-60,899
-59% -$2.79M 1% 25
2021
Q1 		$4.7M Sell
102,620
-26,055
-20% -$1.19M 2.69% 11
2020
Q4 		$5.84M Buy
128,675
+5,872
+5% +$262K 3.79% 10
2020
Q3 		$5.49M Buy
122,803
+30,594
+33% +$1.34M 3.85% 10
2020
Q2 		$4.07M Buy
92,209
+47,475
+106% +$2.01M 3.37% 8
2020
Q1 		$1.83M Buy
+44,734
New +$2M 1.93% 13

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Client 1st Advisory Group's SHYG Position: Q3 2025 in Review

Client 1st Advisory Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 6,405 shares — an estimated $276K sold.

Client 1st Advisory Group first reported a position in SHYG in Q1 2020 and held it in 22 quarters. The position peaked at $5.84M in Q4 2020. 542 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • Client 1st Advisory Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 6,405 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $276K.
  • Client 1st Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 22 quarters.
  • Client 1st Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.84M in Q4 2020.
  • 542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Client 1st Advisory Group's 13F filing for Q3 2025, filed 17 Oct 2025.