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Eagle Global Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Eagle Global Advisors’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
Q4 		– Sell
-5,358
Closed -$232K – 291
2025
Q3 		$232K Buy
5,358
+200
+4% +$8.61K 0.01% 262
2025
Q2 		$223K Sell
5,158
-700
-12% -$29.6K 0.01% 257
2025
Q1 		$249K Buy
5,858
+110
+2% +$4.72K 0.01% 247
2024
Q4 		$245K Buy
5,748
+1,100
+24% +$47.3K 0.01% 240
2024
Q3 		$202K Sell
4,648
-650
-12% -$27.8K 0.01% 233
2024
Q2 		$224K Hold
5,298
– – 0.01% 225
2024
Q1 		$225K Sell
5,298
-300
-5% -$12.7K 0.01% 220
2023
Q4 		$236K Sell
5,598
-530
-9% -$21.9K 0.01% 217
2023
Q3 		$251K Buy
6,128
+118
+2% +$4.87K 0.02% 203
2023
Q2 		$249K Sell
6,010
-470
-7% -$19.4K 0.02% 203
2023
Q1 		$270K Buy
+6,480
New +$268K 0.02% 197
2022
Q1 		– Sell
-5,585
Closed -$253K – 247
2021
Q4 		$253K Hold
5,585
– – 0.02% 213
2021
Q3 		$255K Sell
5,585
-945
-14% -$43.2K 0.02% 211
2021
Q2 		$301K Sell
6,530
-1,920
-23% -$88K 0.02% 214
2021
Q1 		$387K Sell
8,450
-920
-10% -$41.9K 0.03% 198
2020
Q4 		$426K Buy
9,370
+3,895
+71% +$174K 0.03% 169
2020
Q3 		$241K Buy
+5,475
New +$241K 0.02% 184
2018
Q2 		– Sell
-4,457
Closed -$209K – 248
2018
Q1 		$209K Buy
+4,457
New +$209K 0.01% 231

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Eagle Global Advisors's SHYG Position: Q4 2025 in Review

Eagle Global Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 5,358 shares — an estimated $232K sold.

Eagle Global Advisors first reported a position in SHYG in Q1 2018 and held it in 18 quarters. The position peaked at $426K in Q4 2020. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Eagle Global Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Eagle Global Advisors sold 5,358 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $232K.
  • Eagle Global Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and held it in 18 quarters.
  • Eagle Global Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $426K in Q4 2020.
  • 581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Eagle Global Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.