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

Simplicity Wealth’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	–	Sell	-7,337	Closed	-$318K	–	770
2025 Q3	$318K	Hold	7,337	–	–	0.02%	550
2025 Q2	$317K	Hold	7,337	–	–	0.01%	527
2025 Q1	$312K	Hold	7,337	–	–	0.02%	419
2024 Q4	$313K	Hold	7,337	–	–	0.07%	228
2024 Q3	$319K	Hold	7,337	–	–	0.03%	381
2024 Q2	$310K	Hold	7,337	–	–	0.01%	934
2024 Q1	$312K	Buy	+7,337	New	+$311K	0.01%	903
2023 Q3	–	Sell	-22,995	Closed	-$953K	–	97
2023 Q2	$953K	Buy	+22,995	New	+$948K	0.59%	31
2023 Q1	–	Sell	-5,900	Closed	-$241K	–	77
2022 Q4	$241K	Sell	5,900 -64,140	-92%	-$2.62M	0.21%	61
2022 Q3	$2.8M	Sell	70,040 -301	-0.4%	-$12.4K	3.76%	6
2022 Q2	$2.85M	Buy	70,341 +53,876	+327%	+$2.28M	4.16%	6
2022 Q1	$724K	Sell	16,465 -10,547	-39%	-$467K	0.7%	38
2021 Q4	$1.22M	Buy	+27,012	New	+$1.22M	0.66%	31

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 $58.2B AUM 22.78% 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 $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Simplicity Wealth's SHYG Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 7,337 shares — an estimated $318K sold.

Simplicity Wealth first reported a position in SHYG in Q4 2021 and held it in 13 quarters. The position peaked at $2.85M in Q2 2022. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Simplicity Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 7,337 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $318K.
Simplicity Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 13 quarters.
Simplicity Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.85M in Q2 2022.
582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.