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Financial Network Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Financial Network Wealth Management’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
Q1 		$127K Buy
+2,993
New +$128K 0.04% 147

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
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GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Financial Network Wealth Management's SHYG Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025: 2,993 shares worth $127K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Financial Network Wealth Management held 2,993 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $127K as of Q1 2025.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Financial Network Wealth Management position in Q1 2025.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Financial Network Wealth Management's portfolio in Q1 2025, its #147 holding.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.