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

EverSource 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 Q4	–	Sell	-112	Closed	-$4.85K	–	4425
2025 Q3	$4.85K	Buy	+112	New	+$4.82K	﹤0.01%	3161
2025 Q2	–	Sell	-2,417	Closed	-$103K	–	4347
2025 Q1	$103K	Sell	2,417 -59	-2%	-$2.53K	0.01%	899
2024 Q4	$105K	Sell	2,476 -1,564	-39%	-$67.2K	0.01%	887
2024 Q3	$175K	Sell	4,040 -15	-0.4%	-$641	0.01%	603
2024 Q2	$173K	Buy	4,055 +1,282	+46%	+$54K	0.01%	609
2024 Q1	$116K	Buy	+2,773	New	+$117K	0.01%	654
2023 Q2	–	Sell	-845	Closed	-$35.2K	–	2595
2023 Q1	$35.2K	Sell	845 -4,524	-84%	-$187K	﹤0.01%	908
2022 Q4	$220K	Buy	5,369 +1,072	+25%	+$43.9K	0.03%	340
2022 Q3	$171K	Buy	4,297 +4,200	+4,330%	+$174K	0.04%	324
2022 Q2	$4K	Buy	+97	New	+$4.1K	﹤0.01%	1345

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

EverSource Wealth Advisors's SHYG Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 112 shares — an estimated $4.85K sold.

EverSource Wealth Advisors first reported a position in SHYG in Q2 2022 and held it in 10 quarters. The position peaked at $220K in Q4 2022. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

EverSource Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 112 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $4.85K.
EverSource Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 10 quarters.
EverSource Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $220K in Q4 2022.
582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.