Scott Marsh Financial’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Scott Marsh Financial’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	$1.86M	Buy	+43,177	New	+$1.83M	0.69%	28

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

JSTA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Scott Marsh Financial's SHYG Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025: 43,177 shares worth $1.86M. The stake represents 0.69% of the portfolio and ranks #28 among its holdings.

533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Scott Marsh Financial held 43,177 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.86M as of Q2 2025.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Scott Marsh Financial position in Q2 2025.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.69% of Scott Marsh Financial's portfolio in Q2 2025, its #28 holding.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.