Kathleen S. Wright Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kathleen S. Wright Associates’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	$243K	Buy	5,616 +295	+6%	+$12.7K	0.09%	104
2025 Q2	$230K	Sell	5,321 -71	-1%	-$3K	0.09%	104
2025 Q1	$229K	Hold	5,392	–	–	0.09%	105
2024 Q4	$230K	Sell	5,392 -4,430	-45%	-$190K	0.1%	107
2024 Q3	$426K	Hold	9,822	–	–	0.18%	79
2024 Q2	$414K	Buy	9,822 +135	+1%	+$5.68K	0.19%	80
2024 Q1	$412K	Buy	9,687 +590	+6%	+$25K	0.19%	79
2023 Q4	$384K	Hold	9,097	–	–	0.2%	79
2023 Q3	$373K	Buy	9,097 +175	+2%	+$7.23K	0.21%	76
2023 Q2	$370K	Hold	8,922	–	–	0.24%	66
2023 Q1	$372K	Buy	8,922 +150	+2%	+$6.21K	0.24%	69
2022 Q4	$359K	Sell	8,772 -1,965	-18%	-$80.4K	0.24%	73
2022 Q3	$429K	Buy	10,737 +370	+4%	+$15.3K	0.35%	63
2022 Q2	$420K	Hold	10,367	–	–	0.35%	62
2022 Q1	$456K	Buy	10,367 +3	+0%	+$133	0.33%	60
2021 Q4	$470K	Buy	+10,364	New	+$470K	0.35%	62

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathleen S. Wright Associates's SHYG Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.5% in Q3 2025, buying an estimated $12.7K and bringing the position to 5,616 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #104.

Kathleen S. Wright Associates first reported a position in SHYG in Q4 2021 and has held it in 16 quarters since. The position peaked at $470K in Q4 2021. 542 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Kathleen S. Wright Associates held 5,616 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $243K as of Q3 2025.
Kathleen S. Wright Associates bought 295 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $12.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #104 holding.
Kathleen S. Wright Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $470K in Q4 2021.
542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.