SageView Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

SageView Advisory Group’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 Q4	$4.61M	Buy	107,576 +747	+0.7%	+$32.1K	0.16%	82
2025 Q3	$4.63M	Sell	106,829 -1,163	-1%	-$50.1K	0.16%	80
2025 Q2	$4.65M	Buy	107,992 +504	+0.5%	+$21.3K	0.18%	63
2025 Q1	$4.57M	Sell	107,488 -4,206	-4%	-$180K	0.19%	57
2024 Q4	$4.76M	Buy	111,694 +67	+0.1%	+$2.88K	0.2%	60
2024 Q3	$4.85M	Buy	+111,627	New	+$4.77M	0.25%	51
2024 Q2	–	Hold	0	–	–	–	57
2023 Q4	–	Sell	-102,173	Closed	-$4.21M	–	66
2023 Q3	$4.19M	Buy	102,173 +9,443	+10%	+$390K	0.24%	62
2023 Q2	$3.84M	Buy	92,730 +10,284	+12%	+$424K	0.21%	71
2023 Q1	$3.44M	Buy	+82,446	New	+$3.41M	0.22%	74

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SageView Advisory Group's SHYG Position: Q4 2025 in Review

SageView Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.7% in Q4 2025, buying an estimated $32.1K and bringing the position to 107,576 shares worth $4.61M. The position accounts for 0.16% of the portfolio, ranked #82.

SageView Advisory Group first reported a position in SHYG in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.85M in Q3 2024. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

SageView Advisory Group held 107,576 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.61M as of Q4 2025.
SageView Advisory Group bought 747 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $32.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.16% of SageView Advisory Group's portfolio in Q4 2025, its #82 holding.
SageView Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 9 quarters since.
SageView Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.85M in Q3 2024.
581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.