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

Northwest Capital Management’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
-7
Closed -$323 – 319
2025
Q2 		$323 Sell
7
-2,652
-100% -$112K ﹤0.01% 335
2025
Q1 		$113K Hold
2,659
– – 0.05% 144
2024
Q4 		$113K Sell
2,659
-174
-6% -$7.48K 0.05% 141
2024
Q3 		$123K Sell
2,833
-483
-15% -$20.6K 0.04% 140
2024
Q2 		$140K Sell
3,316
-2,084
-39% -$87.7K 0.05% 128
2024
Q1 		$230K Buy
5,400
+7
+0.1% +$296 0.07% 114
2023
Q4 		$228K Buy
5,393
+30
+0.6% +$1.24K 0.08% 108
2023
Q3 		$220K Sell
5,363
-2,857
-35% -$118K 0.09% 100
2023
Q2 		$341K Sell
8,220
-2,490
-23% -$103K 0.14% 79
2023
Q1 		$446K Sell
10,710
-5,956
-36% -$247K 0.22% 62
2022
Q4 		$681K Buy
+16,666
New +$682K 0.36% 49

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Capital Management's SHYG Position: Q3 2025 in Review

Northwest Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 7 shares — an estimated $323 sold.

Northwest Capital Management first reported a position in SHYG in Q4 2022 and held it in 11 quarters. The position peaked at $681K in Q4 2022. 542 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • Northwest Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 7 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $323.
  • Northwest Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
  • Northwest Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $681K in Q4 2022.
  • 542 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.