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

SSI Investment 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 Q4	–	Sell	-189,540	Closed	-$8.21M	–	257
2025 Q3	$8.21M	Buy	189,540 +1,713	+0.9%	+$73.8K	0.56%	56
2025 Q2	$8.1M	Buy	+187,827	New	+$7.95M	0.57%	54
2025 Q1	–	Sell	-213,505	Closed	-$9.1M	–	269
2024 Q4	$9.1M	Buy	213,505 +116,688	+121%	+$5.02M	0.68%	42
2024 Q3	$4.2M	Buy	96,817 +104	+0.1%	+$4.44K	0.31%	112
2024 Q2	$4.08M	Buy	+96,713	New	+$4.07M	0.31%	113

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 $49B AUM 17.78% 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 $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SSI Investment Management's SHYG Position: Q4 2025 in Review

SSI Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 189,540 shares — an estimated $8.21M sold.

SSI Investment Management first reported a position in SHYG in Q2 2024 and held it in 5 quarters. The position peaked at $9.1M in Q4 2024. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

SSI Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
SSI Investment Management sold 189,540 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $8.21M.
SSI Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
SSI Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.1M in Q4 2024.
581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on SSI Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.