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

Greystone 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 Q2	–	Sell	-647,491	Closed	-$27.5M	–	102
2025 Q1	$27.5M	Sell	647,491 -25,857	-4%	-$1.11M	5%	1
2024 Q4	$28.7M	Buy	673,348 +10,840	+2%	+$466K	4.99%	2
2024 Q3	$28.8M	Buy	662,508 +14,708	+2%	+$629K	5.14%	2
2024 Q2	$27.3M	Buy	647,800 +17,924	+3%	+$755K	5.35%	2
2024 Q1	$26.8M	Buy	629,876 +275,478	+78%	+$11.7M	5.35%	2
2023 Q4	$15M	Sell	354,398 -18,517	-5%	-$764K	3.46%	4
2023 Q3	$15.3M	Buy	372,915 +196,478	+111%	+$8.11M	3.82%	4
2023 Q2	$7.31M	Sell	176,437 -49,010	-22%	-$2.02M	1.7%	25
2023 Q1	$9.4M	Buy	+225,447	New	+$9.34M	2.37%	7
2022 Q3	–	Sell	-291,194	Closed	-$11.8M	–	82
2022 Q2	$11.8M	Sell	291,194 -85,599	-23%	-$3.62M	3.68%	1
2022 Q1	$16.6M	Buy	376,793 +47,276	+14%	+$2.09M	4.19%	1
2021 Q4	$14.9M	Buy	329,517 +14,293	+5%	+$648K	3.58%	3
2021 Q3	$14.4M	Sell	315,224 -104,678	-25%	-$4.79M	4.28%	3
2021 Q2	$19.3M	Buy	419,902 +268	+0.1%	+$12.3K	4.81%	2
2021 Q1	$19.2M	Buy	419,634 +266,009	+173%	+$12.1M	4.83%	3
2020 Q4	$7.02M	Buy	+153,625	New	+$6.86M	1.91%	24

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 22.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Greystone Financial Group's SHYG Position: Q2 2025 in Review

Greystone Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 647,491 shares — an estimated $27.5M sold.

Greystone Financial Group first reported a position in SHYG in Q4 2020 and held it in 16 quarters. The position peaked at $28.8M in Q3 2024. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Greystone Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Greystone Financial Group sold 647,491 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $27.5M.
Greystone Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 16 quarters.
Greystone Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $28.8M in Q3 2024.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Greystone Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.