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

Goldstone Financial Group’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	–	Sell	-72,235	Closed	-$3.1M	–	225
2025 Q2	$3.1M	Buy	72,235 +2,289	+3%	+$96.8K	0.41%	52
2025 Q1	$2.97M	Buy	69,946 +3,386	+5%	+$145K	0.45%	50
2024 Q4	$2.84M	Buy	66,560 +6,351	+11%	+$273K	0.44%	50
2024 Q3	$2.61M	Sell	60,209 -15,135	-20%	-$647K	0.45%	50
2024 Q2	$3.18M	Sell	75,344 -2,105	-3%	-$88.6K	0.64%	41
2024 Q1	$3.3M	Buy	77,449 +5,648	+8%	+$239K	0.76%	34
2023 Q4	$3.03M	Buy	71,801 +3,270	+5%	+$135K	0.78%	34
2023 Q3	$2.81M	Sell	68,531 -349	-0.5%	-$14.4K	0.83%	29
2023 Q2	$2.86M	Buy	68,880 +18,612	+37%	+$767K	0.84%	28
2023 Q1	$2.1M	Buy	+50,268	New	+$2.08M	0.69%	29

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldstone Financial Group's SHYG Position: Q3 2025 in Review

Goldstone Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 72,235 shares — an estimated $3.1M sold.

Goldstone Financial Group first reported a position in SHYG in Q1 2023 and held it in 10 quarters. The position peaked at $3.3M in Q1 2024. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Goldstone Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Goldstone Financial Group sold 72,235 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $3.1M.
Goldstone Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Goldstone Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.3M in Q1 2024.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.