Cumberland Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cumberland Partners’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	-5,110	Closed	-$220K	–	188
2025 Q2	$220K	Sell	5,110 -132	-3%	-$5.58K	0.02%	168
2025 Q1	$223K	Buy	+5,242	New	+$225K	0.02%	167
2023 Q1	–	Sell	-19,250	Closed	-$787K	–	187
2022 Q4	$787K	Hold	19,250	–	–	0.08%	121
2022 Q3	$769K	Hold	19,250	–	–	0.08%	119
2022 Q2	$781K	Hold	19,250	–	–	0.07%	122
2022 Q1	$846K	Hold	19,250	–	–	0.06%	123
2021 Q4	$872K	Hold	19,250	–	–	0.06%	137
2021 Q3	$880K	Buy	19,250 +8,350	+77%	+$382K	0.07%	130
2021 Q2	$502K	Sell	10,900 -3,400	-24%	-$156K	0.04%	148
2021 Q1	$655K	Hold	14,300	–	–	0.05%	142
2020 Q4	$650K	Sell	14,300 -6,900	-33%	-$308K	0.06%	132
2020 Q3	$932K	Sell	21,200 -1,800	-8%	-$79.1K	0.1%	98
2020 Q2	$986K	Hold	23,000	–	–	0.1%	111
2020 Q1	$940K	Sell	23,000 -8,000	-26%	-$358K	0.11%	103
2019 Q4	$1.44M	Buy	31,000 +12,300	+66%	+$568K	0.13%	96
2019 Q3	$869K	Buy	+18,700	New	+$868K	0.08%	110

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cumberland Partners's SHYG Position: Q3 2025 in Review

Cumberland Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 5,110 shares — an estimated $220K sold.

Cumberland Partners first reported a position in SHYG in Q3 2019 and held it in 16 quarters. The position peaked at $1.44M in Q4 2019. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Cumberland Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Cumberland Partners sold 5,110 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $220K.
Cumberland Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and held it in 16 quarters.
Cumberland Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.44M in Q4 2019.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Cumberland Partners's 13F filing for Q3 2025, filed 7 Nov 2025.