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Great Valley Advisor Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Great Valley Advisor 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
Q4 		– Sell
-25,921
Closed -$1.12M – 980
2025
Q3 		$1.12M Buy
+25,921
New +$1.12M 0.02% 454
2025
Q1 		– Sell
-4,805
Closed -$205K – 903
2024
Q4 		$205K Buy
+4,805
New +$207K ﹤0.01% 815
2023
Q4 		– Sell
-9,269
Closed -$380K – 754
2023
Q3 		$380K Buy
9,269
+383
+4% +$15.8K 0.02% 498
2023
Q2 		$368K Buy
8,886
+2,368
+36% +$97.6K 0.02% 510
2023
Q1 		$272K Sell
6,518
-420,306
-98% -$17.4M 0.01% 571
2022
Q4 		$17.5M Buy
426,824
+5,600
+1% +$229K 0.89% 20
2022
Q3 		$16.8M Buy
421,224
+8,664
+2% +$358K 0.94% 20
2022
Q2 		$16.7M Buy
412,560
+765
+0.2% +$32.4K 0.92% 17
2022
Q1 		$18.1M Buy
411,795
+8,824
+2% +$391K 1.06% 19
2021
Q4 		$18.3M Buy
402,971
+12,631
+3% +$572K 1.13% 16
2021
Q3 		$17.8M Buy
390,340
+6,727
+2% +$308K 1.23% 15
2021
Q2 		$17.7M Buy
383,613
+174,434
+83% +$7.99M 1.31% 12
2021
Q1 		$9.58M Buy
209,179
+7,972
+4% +$363K 0.92% 17
2020
Q4 		$9.14M Buy
201,207
+7,758
+4% +$347K 0.95% 17
2020
Q3 		$8.5M Buy
193,449
+136,251
+238% +$5.99M 1.04% 13
2020
Q2 		$2.45M Buy
+57,198
New +$2.42M 0.4% 67

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Great Valley Advisor Group's SHYG Position: Q4 2025 in Review

Great Valley Advisor Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 25,921 shares — an estimated $1.12M sold.

Great Valley Advisor Group first reported a position in SHYG in Q2 2020 and held it in 16 quarters. The position peaked at $18.3M in Q4 2021. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Great Valley Advisor Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 25,921 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $1.12M.
  • Great Valley Advisor Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 16 quarters.
  • Great Valley Advisor Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $18.3M in Q4 2021.
  • 581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.