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

GEN Financial 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 		– Sell
-20,998
Closed -$895K – 63
2024
Q4 		$895K Buy
+20,998
New +$903K 0.58% 22

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

GEN Financial Management's SHYG Position: Q1 2025 in Review

GEN Financial Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 20,998 shares — an estimated $895K sold.

GEN Financial Management first reported a position in SHYG in Q4 2024 and held it in 1 quarter. The position peaked at $895K in Q4 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • GEN Financial Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GEN Financial Management sold 20,998 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $895K.
  • GEN Financial Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • GEN Financial Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $895K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on GEN Financial Management's 13F filing for Q1 2025, filed 16 Apr 2025.