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

Strategic Wealth Investment Group’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
Q3 		– Sell
-40
Closed -$1.73K – 186
2025
Q2 		$1.73K Buy
+40
New +$1.69K ﹤0.01% 127

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Wealth Investment Group's SHYG Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 40 shares — an estimated $1.73K sold.

Strategic Wealth Investment Group first reported a position in SHYG in Q2 2025 and held it in 1 quarter. The position peaked at $1.73K in Q2 2025. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 40 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $1.73K.
  • Strategic Wealth Investment Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.73K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.