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

Spectrum Wealth Counsel’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
Q1 		$43.7K Hold
1,028
– – 0.01% 179
2024
Q4 		$43.8K Buy
1,028
+16
+2% +$688 0.01% 177
2024
Q3 		$43.9K Hold
1,012
– – 0.01% 181
2024
Q2 		$42.7K Sell
1,012
-64
-6% -$2.69K 0.01% 215
2024
Q1 		$45.8K Buy
1,076
+108
+11% +$4.57K 0.01% 215
2023
Q4 		$40.9K Buy
+968
New +$39.9K 0.01% 205

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Spectrum Wealth Counsel's SHYG Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2025 at 1,028 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #179.

Spectrum Wealth Counsel first reported a position in SHYG in Q4 2023 and has held it in 6 quarters since. The position peaked at $45.8K in Q1 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Spectrum Wealth Counsel held 1,028 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $43.7K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q1 2025.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #179 holding.
  • Spectrum Wealth Counsel first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $45.8K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.