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

EP Wealth 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
Q2 		$112K Buy
+2,601
New +$110K ﹤0.01% 1363
2024
Q2 		– Sell
-2,831
Closed -$120K – 885
2024
Q1 		$120K Buy
+2,831
New +$120K ﹤0.01% 788

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

EP Wealth Advisors's SHYG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025: 2,601 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SHYG as recently as Q1 2024.

EP Wealth Advisors first reported a position in SHYG in Q1 2024 and has held it in 2 quarters since. The position peaked at $120K in Q1 2024. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • EP Wealth Advisors held 2,601 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $112K as of Q2 2025.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new EP Wealth Advisors position in Q2 2025.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1363 holding.
  • EP Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $120K in Q1 2024.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.