Laurel Wealth Advisors (North Carolina)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-1,940	Closed	-$82.5K	–	584
2025 Q1	$82.5K	Hold	1,940	–	–	0.01%	258
2024 Q4	$82.7K	Hold	1,940	–	–	0.01%	255
2024 Q3	$84.2K	Buy	+1,940	New	+$82.9K	0.01%	253
2022 Q2	–	Sell	-29	Closed	-$1K	–	688
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	643
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	643
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	654
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	727
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	651
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	578
2020 Q3	$1K	Buy	+29	New	+$1.27K	﹤0.01%	517

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

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

JSTA

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

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SHYG Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 1,940 shares — an estimated $82.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SHYG in Q3 2020 and held it in 10 quarters. The position peaked at $84.2K in Q3 2024. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,940 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $82.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 10 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $84.2K in Q3 2024.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.