EFG Asset Management (Americas)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

EFG Asset Management (Americas)’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	$6.28M	Buy	144,973 +13,221	+10%	+$569K	1.08%	26
2025 Q2	$5.68M	Buy	131,752 +102,357	+348%	+$4.33M	1.05%	31
2025 Q1	$1.25M	Buy	29,395 +10,637	+57%	+$456K	0.25%	105
2024 Q4	$799K	Buy	18,758 +1,575	+9%	+$67.7K	0.16%	109
2024 Q3	$746K	Buy	17,183 +477	+3%	+$20.4K	0.15%	109
2024 Q2	$705K	Buy	+16,706	New	+$703K	0.14%	110
2024 Q1	–	Sell	-16,467	Closed	-$695K	–	142
2023 Q4	$695K	Buy	16,467 +1,075	+7%	+$44.3K	0.15%	108
2023 Q3	$632K	Buy	15,392 +9,044	+142%	+$374K	0.15%	107
2023 Q2	$263K	Hold	6,348	–	–	0.06%	132
2023 Q1	$265K	Buy	6,348 +1,422	+29%	+$58.9K	0.06%	125
2022 Q4	$201K	Buy	+4,926	New	+$202K	0.05%	128
2022 Q2	–	Sell	-4,869	Closed	-$214K	–	136
2022 Q1	$214K	Buy	+4,869	New	+$216K	0.04%	133

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG Asset Management (Americas)'s SHYG Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 10% in Q3 2025, buying an estimated $569K and bringing the position to 144,973 shares worth $6.28M. The position accounts for 1.08% of the portfolio, ranked #26.

EFG Asset Management (Americas) first reported a position in SHYG in Q1 2022 and has held it in 12 quarters since. 542 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

EFG Asset Management (Americas) held 144,973 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.28M as of Q3 2025.
EFG Asset Management (Americas) bought 13,221 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $569K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.08% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #26 holding.
EFG Asset Management (Americas) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.