NWWA
SHYG icon

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

New Wave Wealth 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
Q1 		– Sell
-509
Closed -$21.7K – 578
2024
Q4 		$21.7K Buy
+509
New +$21.9K 0.01% 269
2024
Q3 		– Sell
-83,756
Closed -$3.53M – 163
2024
Q2 		$3.53M Buy
+83,756
New +$3.53M 1.9% 13

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

New Wave Wealth Advisors's SHYG Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 509 shares — an estimated $21.7K sold.

New Wave Wealth Advisors first reported a position in SHYG in Q2 2024 and held it in 2 quarters. The position peaked at $3.53M in Q2 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 509 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $21.7K.
  • New Wave Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.53M in Q2 2024.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.