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Halbert Hargrove Global Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Halbert Hargrove Global Advisors’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
-10
Closed -$426 – 595
2025
Q1 		$426 Buy
+10
New +$429 ﹤0.01% 519

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BlackRock
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JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Halbert Hargrove Global Advisors's SHYG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 10 shares — an estimated $426 sold.

Halbert Hargrove Global Advisors first reported a position in SHYG in Q1 2025 and held it in 1 quarter. The position peaked at $426 in Q1 2025. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 10 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $426.
  • Halbert Hargrove Global Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $426 in Q1 2025.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.