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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.3M Buy
+471,100
New +$19.9M 3.99% 3
2024
Q4
$17.3M Buy
407,160
+5,598
+1% +$241K 3.96% 3
2024
Q3
$17.4M Buy
+401,562
New +$17.2M 4.67% 4
2018
Q4
$1K Buy
+28
New +$1.28K ﹤0.01% 1213

Other funds holding SHYG

Financial Gravity Companies's SHYG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025: 471,100 shares worth $20.3M. The stake represents 3.99% of the portfolio and ranks #3 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHYG as recently as Q4 2024.

Financial Gravity Companies first reported a position in SHYG in Q4 2018 and has held it in 4 quarters since. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Financial Gravity Companies held 471,100 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $20.3M as of Q2 2025.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 3.99% of Financial Gravity Companies's portfolio in Q2 2025, its #3 holding.
  • Financial Gravity Companies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.