Collective Family Office’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,790
Closed -$416K 162
2025
Q1
$416K Buy
+9,790
New +$420K 0.11% 109
2024
Q4
Sell
-8,582
Closed -$373K 173
2024
Q3
$373K Buy
8,582
+1,162
+16% +$49.7K 0.1% 130
2024
Q2
$313K Sell
7,420
-5,548
-43% -$234K 0.09% 143
2024
Q1
$552K Sell
12,968
-233
-2% -$9.86K 0.18% 105
2023
Q4
$557K Buy
+13,201
New +$544K 0.2% 97
2022
Q4
Sell
-10,000
Closed -$399K 186
2022
Q3
$399K Buy
+10,000
New +$413K 0.2% 113
2022
Q2
Sell
-17,200
Closed -$756K 198
2022
Q1
$756K Buy
+17,200
New +$762K 0.29% 92

Other funds holding SHYG

Collective Family Office's SHYG Position: Q2 2025 in Review

Collective Family Office sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 9,790 shares — an estimated $416K sold.

Collective Family Office first reported a position in SHYG in Q1 2022 and held it in 7 quarters. The position peaked at $756K in Q1 2022. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Collective Family Office reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Collective Family Office sold 9,790 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $416K.
  • Collective Family Office first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 7 quarters.
  • Collective Family Office's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $756K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Collective Family Office's 13F filing for Q2 2025, filed 3 Jul 2025.