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

Gen-Wealth Partners’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	-280	Closed	-$11.9K	–	661
2025 Q1	$11.9K	Hold	280	–	–	0.01%	429
2024 Q4	$11.9K	Hold	280	–	–	0.01%	455
2024 Q3	$12K	Hold	280	–	–	0.01%	476
2024 Q2	$11.8K	Hold	280	–	–	0.01%	457
2024 Q1	$11.9K	Buy	+280	New	+$11.9K	0.01%	446

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

Gen-Wealth Partners's SHYG Position: Q2 2025 in Review

Gen-Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 280 shares — an estimated $11.9K sold.

Gen-Wealth Partners first reported a position in SHYG in Q1 2024 and held it in 5 quarters. The position peaked at $12K in Q3 2024. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Gen-Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Gen-Wealth Partners sold 280 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $11.9K.
Gen-Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Gen-Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $12K in Q3 2024.
534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.