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Freestone Capital Holdings’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Freestone Capital Holdings’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
2026
Q1 		– Sell
-5,469
Closed -$234K – 618
2025
Q4 		$234K Buy
+5,469
New +$235K 0.01% 484

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Empower Advisory Group
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JSTA
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BlackRock
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freestone Capital Holdings's SHYG Position: Q1 2026 in Review

Freestone Capital Holdings sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 5,469 shares — an estimated $234K sold.

Freestone Capital Holdings first reported a position in SHYG in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Freestone Capital Holdings reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 5,469 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $234K.
  • Freestone Capital Holdings first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Freestone Capital Holdings's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $234K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.