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

Ridgewood 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 Q1	–	Sell	-129	Closed	-$5.5K	–	739
2024 Q4	$5.5K	Hold	129	–	–	﹤0.01%	571
2024 Q3	$5.6K	Hold	129	–	–	﹤0.01%	577
2024 Q2	$5.44K	Buy	+129	New	+$5.43K	﹤0.01%	585
2023 Q3	–	Sell	-129	Closed	-$5.35K	–	650
2023 Q2	$5.35K	Hold	129	–	–	﹤0.01%	586
2023 Q1	$5.38K	Buy	+129	New	+$5.34K	﹤0.01%	583

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 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

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

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

Ridgewood Investments's SHYG Position: Q1 2025 in Review

Ridgewood Investments sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 129 shares — an estimated $5.5K sold.

Ridgewood Investments first reported a position in SHYG in Q1 2023 and held it in 5 quarters. The position peaked at $5.6K in Q3 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

Ridgewood Investments reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Ridgewood Investments sold 129 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $5.5K.
Ridgewood Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Ridgewood Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.6K in Q3 2024.
530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.