SWA
SHYG icon

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

SOA Wealth Advisors’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
-18
Closed -$765 – 929
2025
Q1 		$765 Hold
18
– – ﹤0.01% 761
2024
Q4 		$767 Buy
+18
New +$774 ﹤0.01% 751

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

SOA Wealth Advisors's SHYG Position: Q2 2025 in Review

SOA Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 18 shares — an estimated $765 sold.

SOA Wealth Advisors first reported a position in SHYG in Q4 2024 and held it in 2 quarters. The position peaked at $767 in Q4 2024. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • SOA Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 18 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $765.
  • SOA Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $767 in Q4 2024.
  • 534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.