Lockerman Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Lockerman Financial Group’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	-7,159	Closed	-$310K	–	117
2025 Q3	$310K	Sell	7,159 -2	-0%	-$86	0.39%	87
2025 Q2	$309K	Buy	7,161 +401	+6%	+$17K	0.42%	83
2025 Q1	$287K	Hold	6,760	–	–	0.43%	80
2024 Q4	$288K	Hold	6,760	–	–	0.49%	71
2024 Q3	$294K	Hold	6,760	–	–	0.5%	73
2024 Q2	$285K	Buy	6,760 +12	+0.2%	+$505	0.52%	71
2024 Q1	$287K	Buy	+6,748	New	+$286K	0.55%	63

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

JSTA

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Lockerman Financial Group's SHYG Position: Q4 2025 in Review

Lockerman Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 7,159 shares — an estimated $310K sold.

Lockerman Financial Group first reported a position in SHYG in Q1 2024 and held it in 7 quarters. The position peaked at $310K in Q3 2025. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Lockerman Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 7,159 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $310K.
Lockerman Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Lockerman Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $310K in Q3 2025.
581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.