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

Little Harbor 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 Q2	–	Sell	-158,896	Closed	-$6.76M	–	9
2025 Q1	$6.76M	Hold	158,896	–	–	4.17%	7
2024 Q4	$6.77M	Buy	158,896 +8,355	+6%	+$359K	4%	7
2024 Q3	$6.54M	Buy	150,541 +11,148	+8%	+$476K	4.06%	7
2024 Q2	$5.88M	Hold	139,393	–	–	3.8%	7
2024 Q1	$5.93M	Sell	139,393 -2,787	-2%	-$118K	3.97%	7
2023 Q4	$6M	Buy	+142,180	New	+$5.86M	4.32%	6

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

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

JSTA

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

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Little Harbor Advisors's SHYG Position: Q2 2025 in Review

Little Harbor Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 158,896 shares — an estimated $6.76M sold.

Little Harbor Advisors first reported a position in SHYG in Q4 2023 and held it in 6 quarters. The position peaked at $6.77M in Q4 2024. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Little Harbor Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Little Harbor Advisors sold 158,896 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $6.76M.
Little Harbor Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and held it in 6 quarters.
Little Harbor Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.77M in Q4 2024.
534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Little Harbor Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.