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High Note Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

High Note Wealth’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
-90
Closed -$3.88K – 979
2025
Q2 		$3.88K Buy
+90
New +$3.81K ﹤0.01% 532

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
BI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

High Note Wealth's SHYG Position: Q3 2025 in Review

High Note Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 90 shares — an estimated $3.88K sold.

High Note Wealth first reported a position in SHYG in Q2 2025 and held it in 1 quarter. The position peaked at $3.88K in Q2 2025. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • High Note Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 90 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $3.88K.
  • High Note Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • High Note Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.88K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.