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

Jefferies 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 Q1	–	Sell	-102,251	Closed	-$4.36M	–	1966
2024 Q4	$4.36M	Buy	+102,251	New	+$4.39M	0.03%	411
2023 Q3	–	Sell	-100,000	Closed	-$4.14M	–	1952
2023 Q2	$4.14M	Buy	+100,000	New	+$4.12M	0.04%	404
2023 Q1	–	Sell	-4,950	Closed	-$202K	–	1955
2022 Q4	$202K	Buy	+4,950	New	+$202K	﹤0.01%	1297

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Jefferies Financial Group's SHYG Position: Q1 2025 in Review

Jefferies Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 102,251 shares — an estimated $4.36M sold.

Jefferies Financial Group first reported a position in SHYG in Q4 2022 and held it in 3 quarters. The position peaked at $4.36M in Q4 2024. 532 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

Jefferies Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Jefferies Financial Group sold 102,251 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $4.36M.
Jefferies Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Jefferies Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.36M in Q4 2024.
532 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.