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

Cyndeo Wealth 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 Q1	–	Sell	-8,678	Closed	-$370K	–	473
2024 Q4	$370K	Hold	8,678	–	–	0.03%	340
2024 Q3	$377K	Sell	8,678 -179	-2%	-$7.65K	0.03%	333
2024 Q2	$374K	Sell	8,857 -22,943	-72%	-$966K	0.03%	307
2024 Q1	$1.35M	Sell	31,800 -15,500	-33%	-$656K	0.11%	179
2023 Q4	$2M	Sell	47,300 -30,319	-39%	-$1.25M	0.18%	140
2023 Q3	$3.18M	Hold	77,619	–	–	0.33%	99
2023 Q2	$3.22M	Buy	77,619 +30	+0%	+$1.24K	0.34%	97
2023 Q1	$3.23M	Buy	77,589 +47,066	+154%	+$1.95M	0.35%	93
2022 Q4	$1.25M	Buy	+30,523	New	+$1.25M	0.15%	151

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Cyndeo Wealth Partners's SHYG Position: Q1 2025 in Review

Cyndeo Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 8,678 shares — an estimated $370K sold.

Cyndeo Wealth Partners first reported a position in SHYG in Q4 2022 and held it in 9 quarters. The position peaked at $3.23M in Q1 2023. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

Cyndeo Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 8,678 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $370K.
Cyndeo Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Cyndeo Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.23M in Q1 2023.
530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.