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

FinDec Wealth Services’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	–	Sell	-7,066	Closed	-$300K	–	38
2025 Q1	$300K	Sell	7,066 -57,408	-89%	-$2.46M	0.3%	33
2024 Q4	$2.75M	Sell	64,474 -5,815	-8%	-$250K	1.91%	18
2024 Q3	$3.05M	Buy	70,289 +3,142	+5%	+$134K	1.77%	18
2024 Q2	$2.83M	Sell	67,147 -77,887	-54%	-$3.28M	1.79%	20
2024 Q1	$6.17M	Buy	145,034 +2,392	+2%	+$101K	3.88%	9
2023 Q4	$6.02M	Buy	142,642 +36,561	+34%	+$1.51M	4.02%	9
2023 Q3	$4.35M	Buy	106,081 +2,021	+2%	+$83.5K	3.14%	15
2023 Q2	$4.31M	Buy	104,060 +6,111	+6%	+$252K	3.02%	15
2023 Q1	$4.08M	Sell	97,949 -58,409	-37%	-$2.42M	3.09%	15
2022 Q4	$6.39M	Buy	+156,358	New	+$6.4M	5.28%	6

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

JSTA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

FinDec Wealth Services's SHYG Position: Q2 2025 in Review

FinDec Wealth Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 7,066 shares — an estimated $300K sold.

FinDec Wealth Services first reported a position in SHYG in Q4 2022 and held it in 10 quarters. The position peaked at $6.39M in Q4 2022. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

FinDec Wealth Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
FinDec Wealth Services sold 7,066 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $300K.
FinDec Wealth Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
FinDec Wealth Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.39M in Q4 2022.
534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on FinDec Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.