Paladin Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-11,550	Closed	-$472K	–	451
2022 Q4	$472K	Buy	11,550 +1,818	+19%	+$74.4K	0.4%	51
2022 Q3	$388K	Sell	9,732 -2,605	-21%	-$108K	0.35%	55
2022 Q2	$500K	Buy	+12,337	New	+$522K	0.43%	48
2022 Q1	–	Sell	-7,084	Closed	-$320K	–	466
2021 Q4	$320K	Buy	+7,084	New	+$321K	0.26%	70

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

JSTA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Paladin Advisory Group's SHYG Position: Q2 2025 in Review

Paladin Advisory Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 603 shares — an estimated $25.6K sold.

Paladin Advisory Group first reported a position in SHYG in Q1 2022 and held it in 10 quarters. The position peaked at $489K in Q1 2023. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Paladin Advisory Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Paladin Advisory Group sold 603 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $25.6K.
Paladin Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
Paladin Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $489K in Q1 2023.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Paladin Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.