Kovitz Investment Group Partners
SHYG icon

Kovitz Investment Group Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-131,250
Closed -$5.68M – 1178
2025
Q3 		$5.68M Buy
+131,250
New +$5.65M 0.02% 441

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Kovitz Investment Group Partners's SHYG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 131,250 shares — an estimated $5.68M sold.

Kovitz Investment Group Partners first reported a position in SHYG in Q3 2025 and held it in 1 quarter. The position peaked at $5.68M in Q3 2025. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 131,250 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $5.68M.
  • Kovitz Investment Group Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.68M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.