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

Financial Advisory Partners’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 		– Sell
-217,415
Closed -$9.38M – 71
2025
Q2 		$9.38M Sell
217,415
-183,477
-46% -$7.76M 2.95% 8
2025
Q1 		$17M Sell
400,892
-191,789
-32% -$8.23M 5.7% 3
2024
Q4 		$25.3M Buy
592,681
+19,393
+3% +$834K 8.39% 3
2024
Q3 		$24.9M Buy
573,288
+101,633
+22% +$4.34M 8.27% 3
2024
Q2 		$19.9M Buy
471,655
+75,317
+19% +$3.17M 7.44% 3
2024
Q1 		$16.9M Buy
396,338
+19,814
+5% +$839K 6.52% 3
2023
Q4 		$15.9M Buy
376,524
+26,688
+8% +$1.1M 5.78% 3
2023
Q3 		$14.4M Buy
349,836
+15,180
+5% +$627K 5.79% 3
2023
Q2 		$13.9M Buy
334,656
+19,370
+6% +$798K 5.34% 3
2023
Q1 		$13.1M Buy
315,286
+3,652
+1% +$151K 5.2% 3
2022
Q4 		$12.7M Buy
311,634
+3,006
+1% +$123K 5.25% 3
2022
Q3 		$12.3M Buy
308,628
+5,276
+2% +$218K 5.37% 3
2022
Q2 		$12.3M Buy
303,352
+8,201
+3% +$347K 5.08% 3
2022
Q1 		$13M Buy
295,151
+22,944
+8% +$1.02M 4.8% 3
2021
Q4 		$12.3M Buy
+272,207
New +$12.3M 4.5% 3

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advisory Partners's SHYG Position: Q3 2025 in Review

Financial Advisory Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 217,415 shares — an estimated $9.38M sold.

Financial Advisory Partners first reported a position in SHYG in Q4 2021 and held it in 15 quarters. The position peaked at $25.3M in Q4 2024. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • Financial Advisory Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advisory Partners sold 217,415 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $9.38M.
  • Financial Advisory Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 15 quarters.
  • Financial Advisory Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $25.3M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Financial Advisory Partners's 13F filing for Q3 2025, filed 23 Oct 2025.