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

ORG Partners’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
-194
Closed -$8.3K – 1573
2024
Q4 		$8.3K Buy
194
+4
+2% +$172 ﹤0.01% 932
2024
Q3 		$8.29K Buy
190
+3
+2% +$128 ﹤0.01% 822
2024
Q2 		$7.93K Buy
+187
New +$7.87K ﹤0.01% 1295
2024
Q1 		– Sell
-182
Closed -$7.86K – 999
2023
Q4 		$7.86K Buy
182
+5
+3% +$206 ﹤0.01% 792
2023
Q3 		$7.31K Sell
177
-472
-73% -$19.5K ﹤0.01% 883
2023
Q2 		$26.8K Buy
+649
New +$26.7K ﹤0.01% 811

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

ORG Partners's SHYG Position: Q1 2025 in Review

ORG Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 194 shares — an estimated $8.3K sold.

ORG Partners first reported a position in SHYG in Q2 2023 and held it in 6 quarters. The position peaked at $26.8K in Q2 2023. 532 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • ORG Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 194 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $8.3K.
  • ORG Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $26.8K in Q2 2023.
  • 532 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.