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Lane & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Lane & 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
Q1 		– Sell
-21,460
Closed -$926K – 121
2024
Q4 		$926K Sell
21,460
-748
-3% -$32.1K 0.48% 42
2024
Q3 		$964K Sell
22,208
-6,678
-23% -$285K 0.53% 41
2024
Q2 		$1.22M Buy
28,886
+5,169
+22% +$218K 0.72% 36
2024
Q1 		$1.01M Buy
23,717
+6,005
+34% +$254K 0.64% 39
2023
Q4 		$748K Buy
17,712
+11,127
+169% +$459K 0.54% 44
2023
Q3 		$270K Buy
+6,585
New +$272K 0.22% 84

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 $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Lane & Associates's SHYG Position: Q1 2025 in Review

Lane & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 21,460 shares — an estimated $926K sold.

Lane & Associates first reported a position in SHYG in Q3 2023 and held it in 6 quarters. The position peaked at $1.22M in Q2 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Lane & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lane & Associates sold 21,460 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $926K.
  • Lane & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
  • Lane & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.22M in Q2 2024.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.