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Coldstream Capital Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Coldstream Capital 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
-3,309
Closed -$141K – 2980
2025
Q1 		$141K Buy
+3,309
New +$142K ﹤0.01% 1183
2022
Q2 		$317K Buy
+7,818
New +$331K 0.01% 549

Other funds holding SHYG

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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

Coldstream Capital Management's SHYG Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 3,309 shares — an estimated $141K sold.

Coldstream Capital Management first reported a position in SHYG in Q2 2022 and held it in 2 quarters. The position peaked at $317K in Q2 2022. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,309 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $141K.
  • Coldstream Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Coldstream Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $317K in Q2 2022.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.