KPWG
SHYG icon

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

KFA Private Wealth 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
Q3 		– Sell
-10,687
Closed -$461K – 143
2025
Q2 		$461K Buy
10,687
+171
+2% +$7.23K 0.14% 78
2025
Q1 		$447K Sell
10,516
-415
-4% -$17.8K 0.16% 66
2024
Q4 		$466K Buy
10,931
+342
+3% +$14.7K 0.2% 51
2024
Q3 		$460K Buy
10,589
+252
+2% +$10.8K 0.22% 41
2024
Q2 		$436K Buy
10,337
+157
+2% +$6.61K 0.23% 47
2024
Q1 		$433K Buy
10,180
+1,052
+12% +$44.5K 0.13% 68
2023
Q4 		$385K Buy
9,128
+279
+3% +$11.5K 0.14% 61
2023
Q3 		$363K Buy
8,849
+131
+2% +$5.41K 0.15% 55
2023
Q2 		$361K Buy
8,718
+3
+0% +$124 0.15% 54
2023
Q1 		$363K Buy
8,715
+225
+3% +$9.32K 0.17% 53
2022
Q4 		$347K Sell
8,490
-291
-3% -$11.9K 0.18% 45
2022
Q3 		$351K Sell
8,781
-16,417
-65% -$679K 0.19% 45
2022
Q2 		$1.02M Sell
25,198
-1,560
-6% -$66K 0.57% 27
2022
Q1 		$1.18M Sell
26,758
-781
-3% -$34.6K 0.59% 25
2021
Q4 		$1.25M Sell
27,539
-10,606
-28% -$481K 0.62% 24
2021
Q3 		$1.74M Sell
38,145
-9,248
-20% -$423K 0.95% 18
2021
Q2 		$2.18M Sell
47,393
-34,850
-42% -$1.6M 1.19% 17
2021
Q1 		$3.77M Buy
82,243
+7,557
+10% +$344K 2.2% 12
2020
Q4 		$3.39M Buy
74,686
+5,753
+8% +$257K 2.15% 14
2020
Q3 		$3.03M Buy
68,933
+20,564
+43% +$904K 2.27% 12
2020
Q2 		$2.08M Sell
48,369
-21,843
-31% -$923K 2% 13
2020
Q1 		$2.87M Sell
70,212
-91,067
-56% -$4.08M 3.4% 9
2019
Q4 		$7.49M Buy
+161,279
New +$7.45M 6.88% 4

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BI
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFA Private Wealth Group's SHYG Position: Q3 2025 in Review

KFA Private Wealth Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 10,687 shares — an estimated $461K sold.

KFA Private Wealth Group first reported a position in SHYG in Q4 2019 and held it in 23 quarters. The position peaked at $7.49M in Q4 2019. 542 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • KFA Private Wealth Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • KFA Private Wealth Group sold 10,687 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $461K.
  • KFA Private Wealth Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 23 quarters.
  • KFA Private Wealth Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.49M in Q4 2019.
  • 542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on KFA Private Wealth Group's 13F filing for Q3 2025, filed 3 Oct 2025.