SIA
SHYG icon

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

Summit Investment 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 		$464K Buy
10,852
+192
+2% +$8.12K 0.38% 41
2025
Q1 		$449K Buy
10,660
+130
+1% +$5.58K 0.4% 40
2024
Q4 		$453K Buy
+10,530
New +$453K 0.4% 35

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

Summit Investment Advisors's SHYG Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.8% in Q2 2025, buying an estimated $8.12K and bringing the position to 10,852 shares worth $464K. The position accounts for 0.38% of the portfolio, ranked #41.

Summit Investment Advisors first reported a position in SHYG in Q4 2024 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Summit Investment Advisors held 10,852 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $464K as of Q2 2025.
  • Summit Investment Advisors bought 192 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $8.12K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.38% of Summit Investment Advisors's portfolio in Q2 2025, its #41 holding.
  • Summit Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.