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Richards, Merrill & Peterson’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Richards, Merrill & Peterson’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
-1,476
Closed -$62.8K – 425
2025
Q1 		$62.8K Hold
1,476
– – 0.03% 232
2024
Q4 		$62.9K Buy
+1,476
New +$63.4K 0.03% 222

Other funds holding SHYG

Royal Bank of Canada
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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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Richards, Merrill & Peterson's SHYG Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 1,476 shares — an estimated $62.8K sold.

Richards, Merrill & Peterson first reported a position in SHYG in Q4 2024 and held it in 2 quarters. The position peaked at $62.9K in Q4 2024. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,476 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $62.8K.
  • Richards, Merrill & Peterson first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $62.9K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.