Delphi Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Delphi Financial 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 Q1	–	Sell	-530,590	Closed	-$22.6M	–	24
2024 Q4	$22.6M	Hold	530,590	–	–	11.96%	3
2024 Q3	$23M	Hold	530,590	–	–	13.01%	2
2024 Q2	$22.4M	Hold	530,590	–	–	12.6%	3
2024 Q1	$22.6M	Sell	530,590 -259,730	-33%	-$11M	14.59%	2
2023 Q4	$33.4M	Hold	790,320	–	–	19.56%	2
2023 Q3	$32.4M	Buy	790,320 +182,370	+30%	+$7.53M	15.68%	3
2023 Q2	$25.2M	Hold	607,950	–	–	12.79%	3
2023 Q1	$25.3M	Buy	607,950 +299,600	+97%	+$12.4M	12.49%	3
2022 Q4	$12.6M	Buy	+308,350	New	+$12.6M	6.35%	4

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $79.5B AUM 27.1% 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

Delphi Financial Group's SHYG Position: Q1 2025 in Review

Delphi Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 530,590 shares — an estimated $22.6M sold.

Delphi Financial Group first reported a position in SHYG in Q4 2022 and held it in 9 quarters. The position peaked at $33.4M in Q4 2023. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

Delphi Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Delphi Financial Group sold 530,590 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $22.6M.
Delphi Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Delphi Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $33.4M in Q4 2023.
530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Delphi Financial Group's 13F filing for Q1 2025, filed 12 May 2025.