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

Partners Value Investments’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 Q2	–	Sell	-241,302	Closed	-$10.3M	–	10
2025 Q1	$10.3M	Hold	241,302	–	–	0.12%	7
2024 Q4	$10.3M	Hold	241,302	–	–	0.11%	7
2024 Q3	$10.5M	Hold	241,302	–	–	0.12%	7
2024 Q2	$10.2M	Hold	241,302	–	–	0.15%	8
2024 Q1	$10.3M	Hold	241,302	–	–	0.15%	8
2023 Q4	$10.2M	Hold	241,302	–	–	0.16%	8
2023 Q3	$9.9M	Buy	+241,302	New	+$9.97M	0.19%	7
2021 Q2	$11.1K	Hold	241,302	–	–	﹤0.01%	4
2021 Q1	$11.1M	Hold	241,302	–	–	0.19%	4
2020 Q4	$11M	Hold	241,302	–	–	0.2%	4
2020 Q3	$10.6M	Buy	241,302 +114,290	+90%	+$5.02M	0.24%	5
2020 Q2	$5.45M	Buy	+127,012	New	+$5.37M	0.13%	5

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Partners Value Investments's SHYG Position: Q2 2025 in Review

Partners Value Investments sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 241,302 shares — an estimated $10.3M sold.

Partners Value Investments first reported a position in SHYG in Q2 2020 and held it in 12 quarters. The position peaked at $11.1M in Q1 2021. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Partners Value Investments reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Partners Value Investments sold 241,302 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $10.3M.
Partners Value Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 12 quarters.
Partners Value Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $11.1M in Q1 2021.
534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Partners Value Investments's 13F filing for Q2 2025, filed 15 Aug 2025.