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

Iron Horse Wealth Management’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	$8.63K	Sell	200 -36	-15%	-$1.52K	﹤0.01%	307
2025 Q1	$10K	Buy	236 +55	+30%	+$2.36K	﹤0.01%	274
2024 Q4	$7.71K	Hold	181	–	–	﹤0.01%	264
2024 Q3	$7.86K	Hold	181	–	–	﹤0.01%	259
2024 Q2	$7.64K	Hold	181	–	–	﹤0.01%	239
2024 Q1	$7.7K	Hold	181	–	–	﹤0.01%	222
2023 Q4	$7.64K	Hold	181	–	–	﹤0.01%	219
2023 Q3	$7.43K	Buy	+181	New	+$7.47K	﹤0.01%	223

Other funds holding SHYG

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Iron Horse Wealth Management's SHYG Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q2 2025, selling an estimated $1.52K and leaving 200 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Iron Horse Wealth Management first reported a position in SHYG in Q3 2023 and has held it in 8 quarters since. The position peaked at $10K in Q1 2025. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Iron Horse Wealth Management held 200 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $8.63K as of Q2 2025.
Iron Horse Wealth Management sold 36 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $1.52K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #307 holding.
Iron Horse Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $10K 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 Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.