NorthStar Asset Management (New Jersey)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

NorthStar Asset Management (New Jersey)’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
2026 Q1	$1.13M	Sell	26,756 -230	-0.9%	-$9.82K	0.55%	36
2025 Q4	$1.16M	Sell	26,986 -1,160	-4%	-$49.8K	0.52%	38
2025 Q3	$1.22M	Buy	28,146 +6,760	+32%	+$291K	0.58%	33
2025 Q2	$923K	Buy	21,386 +16,139	+308%	+$683K	0.49%	37
2025 Q1	$223K	Buy	+5,247	New	+$225K	0.14%	80

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $5.29B AUM 8.96% 1-Year Est. Return

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s SHYG Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.85% in Q1 2026, selling an estimated $9.82K and leaving 26,756 shares worth $1.13M. The position accounts for 0.55% of the portfolio, ranked #36.

NorthStar Asset Management (New Jersey) first reported a position in SHYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

NorthStar Asset Management (New Jersey) held 26,756 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.13M as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 230 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $9.82K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.55% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #36 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
NorthStar Asset Management (New Jersey)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.22M in Q3 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.