Lido Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Lido Advisors’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	-6,951	Closed	-$300K	–	1892
2025 Q2	$300K	Buy	+6,951	New	+$294K	﹤0.01%	1346
2025 Q1	–	Sell	-5,143	Closed	-$219K	–	1598
2024 Q4	$219K	Buy	+5,143	New	+$221K	﹤0.01%	1349
2024 Q3	–	Sell	-9,596	Closed	-$405K	–	1546
2024 Q2	$405K	Buy	+9,596	New	+$404K	﹤0.01%	1002
2017 Q3	–	Sell	-4,200	Closed	-$201K	–	324
2017 Q2	$201K	Buy	+4,200	New	+$201K	0.04%	247

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Lido Advisors's SHYG Position: Q3 2025 in Review

Lido Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 6,951 shares — an estimated $300K sold.

Lido Advisors first reported a position in SHYG in Q2 2017 and held it in 4 quarters. The position peaked at $405K in Q2 2024. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Lido Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 6,951 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $300K.
Lido Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and held it in 4 quarters.
Lido Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $405K in Q2 2024.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.