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

FSA 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 Q3	$754	Hold	17	–	–	﹤0.01%	539
2025 Q2	$751	Hold	17	–	–	﹤0.01%	514
2025 Q1	$740	Hold	17	–	–	﹤0.01%	481
2024 Q4	$742	Hold	17	–	–	﹤0.01%	533
2024 Q3	$756	Buy	+17	New	+$726	﹤0.01%	535
2024 Q1	$741	Hold	17	–	–	﹤0.01%	582
2023 Q4	$1K	Buy	+17	New	+$701	﹤0.01%	568
2021 Q1	–	Sell	-1,155	Closed	-$52K	–	207
2020 Q4	$52K	Buy	+1,155	New	+$51.6K	0.03%	124
2020 Q3	–	Sell	-1,364	Closed	-$59K	–	301
2020 Q2	$59K	Sell	1,364 -231	-14%	-$9.76K	0.04%	108
2020 Q1	$65K	Sell	1,595 -16	-1%	-$717	0.05%	92
2019 Q4	$75K	Buy	+1,611	New	+$74.5K	0.05%	104

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA Wealth Management's SHYG Position: Q3 2025 in Review

FSA Wealth Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2025 at 17 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #539.

FSA Wealth Management first reported a position in SHYG in Q4 2019 and has held it in 11 quarters since. The position peaked at $75K in Q4 2019. 542 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

FSA Wealth Management held 17 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $754 as of Q3 2025.
FSA Wealth Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q3 2025.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #539 holding.
FSA Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $75K in Q4 2019.
542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.