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Harbor Investment Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Harbor Investment Advisory’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
-60
Closed -$2.56K – 1201
2024
Q4 		$2.56K Hold
60
– – ﹤0.01% 1039
2024
Q3 		$2.6K Hold
60
– – ﹤0.01% 1047
2024
Q2 		$2.53K Hold
60
– – ﹤0.01% 1044
2024
Q1 		$2.55K Hold
60
– – ﹤0.01% 1059
2023
Q4 		$2.53K Hold
60
– – ﹤0.01% 1024
2023
Q3 		$2.46K Sell
60
-30
-33% -$1.24K ﹤0.01% 1017
2023
Q2 		$3.73K Buy
90
+30
+50% +$1.24K ﹤0.01% 1165
2023
Q1 		$2.5K Sell
60
-85
-59% -$3.52K ﹤0.01% 1198
2022
Q4 		$5.93K Sell
145
-1,011
-87% -$41.4K ﹤0.01% 1084
2022
Q3 		$46K Buy
1,156
+12
+1% +$496 0.01% 719
2022
Q2 		$46K Buy
1,144
+12
+1% +$508 0.01% 723
2022
Q1 		$50K Buy
1,132
+7
+0.6% +$310 0.01% 748
2021
Q4 		$51K Buy
1,125
+293
+35% +$13.3K 0.01% 743
2021
Q3 		$38K Buy
832
+9
+1% +$412 0.01% 815
2021
Q2 		$38K Buy
823
+124
+18% +$5.68K 0.01% 774
2021
Q1 		$32K Buy
699
+37
+6% +$1.68K ﹤0.01% 784
2020
Q4 		$30K Buy
662
+83
+14% +$3.71K ﹤0.01% 747
2020
Q3 		$25K Buy
579
+278
+92% +$12.2K ﹤0.01% 682
2020
Q2 		$13K Buy
301
+241
+402% +$10.2K ﹤0.01% 738
2020
Q1 		$2K Buy
+60
New +$2.69K ﹤0.01% 944

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Harbor Investment Advisory's SHYG Position: Q1 2025 in Review

Harbor Investment Advisory sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 60 shares — an estimated $2.56K sold.

Harbor Investment Advisory first reported a position in SHYG in Q1 2020 and held it in 20 quarters. The position peaked at $51K in Q4 2021. 532 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Harbor Investment Advisory reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 60 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $2.56K.
  • Harbor Investment Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 20 quarters.
  • Harbor Investment Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $51K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Harbor Investment Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.