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

Probity Advisors’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
-15,002
Closed -$639K – 235
2024
Q4 		$639K Sell
15,002
-40,653
-73% -$1.75M 0.12% 119
2024
Q3 		$2.42M Sell
55,655
-29,613
-35% -$1.27M 0.46% 51
2024
Q2 		$3.6M Sell
85,268
-53,073
-38% -$2.23M 0.75% 29
2024
Q1 		$5.89M Sell
138,341
-141,216
-51% -$5.98M 1.22% 16
2023
Q4 		$11.8M Sell
279,557
-176,501
-39% -$7.28M 2.57% 9
2023
Q3 		$18.7M Sell
456,058
-1,417
-0.3% -$58.5K 4.31% 6
2023
Q2 		$19M Buy
+457,475
New +$18.9M 4.14% 6
2022
Q4 		$19.6M Sell
479,344
-13,317
-3% -$545K 4.44% 6
2022
Q3 		$19.7M Sell
492,661
-3,767
-0.8% -$156K 4.88% 5
2022
Q2 		$20.1M Buy
496,428
+21,856
+5% +$924K 4.66% 6
2022
Q1 		$20.9M Buy
474,572
+24,578
+5% +$1.09M 4.3% 6
2021
Q4 		$20.4M Buy
449,994
+22,529
+5% +$1.02M 4.03% 6
2021
Q3 		$19.5M Buy
427,465
+41,433
+11% +$1.9M 4.04% 6
2021
Q2 		$17.8M Buy
386,032
+31,439
+9% +$1.44M 3.74% 6
2021
Q1 		$16.2M Buy
+354,593
New +$16.1M 3.63% 6
2020
Q3 		$12.6M Buy
287,711
+14,073
+5% +$618K 3.58% 7
2020
Q2 		$11.7M Sell
273,638
-529
-0.2% -$22.3K 3.64% 7
2020
Q1 		$11.2M Buy
274,167
+18,201
+7% +$816K 4.12% 6
2019
Q4 		$11.9M Buy
255,966
+14,054
+6% +$649K 3.59% 6
2019
Q3 		$11.2M Buy
241,912
+12,134
+5% +$563K 3.65% 6
2019
Q2 		$10.7M Buy
229,778
+4,783
+2% +$223K 3.56% 6
2019
Q1 		$10.5M Buy
224,995
+315
+0.1% +$14.5K 3.61% 6
2018
Q4 		$10M Buy
224,680
+38,405
+21% +$1.76M 3.71% 6
2018
Q3 		$8.77M Buy
186,275
+11,844
+7% +$555K 2.85% 9
2018
Q2 		$8.13M Buy
174,431
+37,367
+27% +$1.75M 2.86% 8
2018
Q1 		$6.41M Buy
137,064
+70,070
+105% +$3.29M 2.22% 10
2017
Q4 		$3.16M Buy
+66,994
New +$3.17M 1.1% 21

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Probity Advisors's SHYG Position: Q1 2025 in Review

Probity Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 15,002 shares — an estimated $639K sold.

Probity Advisors first reported a position in SHYG in Q4 2017 and held it in 27 quarters. The position peaked at $20.9M in Q1 2022. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Probity Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Probity Advisors sold 15,002 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $639K.
  • Probity Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 27 quarters.
  • Probity Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $20.9M in Q1 2022.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Probity Advisors's 13F filing for Q1 2025, filed 9 May 2025.