Fortitude Family Office’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
Q1
Sell
-990
Closed -$42.2K 1262
2024
Q4
$42.2K Buy
990
+132
+15% +$5.67K 0.02% 289
2024
Q3
$37.3K Buy
+858
New +$36.7K 0.01% 291
2024
Q1
Sell
-19,586
Closed -$827K 1071
2023
Q4
$827K Buy
+19,586
New +$808K 0.62% 27

Other funds holding SHYG

Fortitude Family Office's SHYG Position: Q1 2025 in Review

Fortitude Family Office sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 990 shares — an estimated $42.2K sold.

Fortitude Family Office first reported a position in SHYG in Q4 2023 and held it in 3 quarters. The position peaked at $827K in Q4 2023. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Fortitude Family Office reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortitude Family Office sold 990 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $42.2K.
  • Fortitude Family Office first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Fortitude Family Office's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $827K in Q4 2023.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.