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

Owen LaRue’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	$2.72M	Sell	64,306 -19,915	-24%	-$850K	1.04%	28
2025 Q4	$3.61M	Sell	84,221 -8,242	-9%	-$354K	1.37%	20
2025 Q3	$4M	Buy	92,463 +1,042	+1%	+$44.9K	1.58%	14
2025 Q2	$3.94M	Sell	91,421 -2,513	-3%	-$106K	1.68%	14
2025 Q1	$3.99M	Buy	93,934 +21,279	+29%	+$913K	1.99%	13
2024 Q4	$3.1M	Buy	72,655 +2,685	+4%	+$115K	1.62%	16
2024 Q3	$3.04M	Buy	69,970 +14,323	+26%	+$612K	1.61%	18
2024 Q2	$2.35M	Buy	55,647 +7,515	+16%	+$316K	1.45%	21
2024 Q1	$2.05M	Buy	+48,132	New	+$2.04M	1.28%	26

Other funds holding SHYG

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

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