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Shepherd Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Shepherd Wealth Management’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
-13,592
Closed -$578K – 53
2025
Q1 		$578K Buy
+13,592
New +$583K 0.59% 21

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JSTA
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LPL Financial
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State of New Jersey Common Pension Fund D
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Shepherd Wealth Management's SHYG Position: Q2 2025 in Review

Shepherd Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 13,592 shares — an estimated $578K sold.

Shepherd Wealth Management first reported a position in SHYG in Q1 2025 and held it in 1 quarter. The position peaked at $578K in Q1 2025. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Shepherd Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 13,592 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $578K.
  • Shepherd Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Shepherd Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $578K in Q1 2025.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Shepherd Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.