PA
SHYG icon

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

Prossimo 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
Q3 		– Sell
-5,567
Closed -$240K – 106
2025
Q2 		$240K Sell
5,567
-867
-13% -$36.7K 0.19% 115
2025
Q1 		$274K Buy
6,434
+133
+2% +$5.71K 0.21% 113
2024
Q4 		$268K Buy
6,301
+809
+15% +$34.8K 0.19% 119
2024
Q3 		$238K Buy
+5,492
New +$235K 0.17% 131

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prossimo Advisors's SHYG Position: Q3 2025 in Review

Prossimo Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 5,567 shares — an estimated $240K sold.

Prossimo Advisors first reported a position in SHYG in Q3 2024 and held it in 4 quarters. The position peaked at $274K in Q1 2025. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • Prossimo Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 5,567 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $240K.
  • Prossimo Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Prossimo Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $274K in Q1 2025.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.