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

Generation Capital 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
-23,155
Closed -$987K – 77
2024
Q4 		$987K Buy
+23,155
New +$995K 0.85% 32

Other funds holding SHYG

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AssetMark Inc
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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 $3.61B AUM 18.46% 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

Generation Capital Management's SHYG Position: Q1 2025 in Review

Generation Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 23,155 shares — an estimated $987K sold.

Generation Capital Management first reported a position in SHYG in Q4 2024 and held it in 1 quarter. The position peaked at $987K in Q4 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Generation Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Generation Capital Management sold 23,155 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $987K.
  • Generation Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Generation Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $987K 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 Generation Capital Management's 13F filing for Q1 2025, filed 9 May 2025.