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

NewSquare Capital’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	-2	Closed	-$77	–	1059
2025 Q2	$77	Hold	2	–	–	﹤0.01%	1276
2025 Q1	$75	Hold	2	–	–	﹤0.01%	1138
2024 Q4	$75	Buy	2 +1	+100%	+$43	﹤0.01%	895
2024 Q3	$32	Hold	1	–	–	﹤0.01%	323
2024 Q2	$30	Hold	1	–	–	﹤0.01%	337
2024 Q1	$30	Buy	+1	New	+$42	﹤0.01%	428
2023 Q4	–	Sell	-311	Closed	-$12.8K	–	610
2023 Q3	$12.8K	Buy	+311	New	+$12.8K	﹤0.01%	288
2022 Q4	–	Sell	-94	Closed	-$4K	–	868
2022 Q3	$4K	Buy	+94	New	+$3.89K	﹤0.01%	316

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

NewSquare Capital's SHYG Position: Q3 2025 in Review

NewSquare Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 2 shares — an estimated $77 sold.

NewSquare Capital first reported a position in SHYG in Q3 2022 and held it in 8 quarters. The position peaked at $12.8K in Q3 2023. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

NewSquare Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 2 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $77.
NewSquare Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
NewSquare Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $12.8K in Q3 2023.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.