Liberty Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Liberty Wealth Management’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	-4,845	Closed	-$210K	–	258
2025 Q3	$210K	Buy	+4,845	New	+$209K	0.03%	234
2021 Q4	–	Sell	-1,352	Closed	-$62K	–	939
2021 Q3	$62K	Sell	1,352 -513	-28%	-$23.5K	0.02%	380
2021 Q2	$86K	Sell	1,865 -3,517	-65%	-$161K	0.03%	233
2021 Q1	$244K	Hold	5,382	–	–	0.12%	93
2020 Q4	$244K	Sell	5,382 -44,341	-89%	-$1.98M	0.12%	92
2020 Q3	$2.19M	Buy	49,723 +9,381	+23%	+$412K	1.29%	19
2020 Q2	$1.73M	Buy	40,342 +13,422	+50%	+$567K	1.22%	18
2020 Q1	$1.11M	Buy	26,920 +26,263	+3,997%	+$1.18M	0.97%	21
2019 Q4	$30K	Buy	657 +93	+16%	+$4.3K	0.02%	346
2019 Q3	$26K	Buy	+564	New	+$26.2K	0.02%	356

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Liberty Wealth Management's SHYG Position: Q4 2025 in Review

Liberty Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 4,845 shares — an estimated $210K sold.

Liberty Wealth Management first reported a position in SHYG in Q3 2019 and held it in 10 quarters. The position peaked at $2.19M in Q3 2020. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Liberty Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Liberty Wealth Management sold 4,845 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $210K.
Liberty Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and held it in 10 quarters.
Liberty Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.19M in Q3 2020.
582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.