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

SVB Wealth’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
-80,841
Closed -$3.44M – 1434
2025
Q1 		$3.44M Sell
80,841
-997
-1% -$42.8K 0.14% 82
2024
Q4 		$3.49M Buy
+81,838
New +$3.52M 0.07% 172
2024
Q3 		– Sell
-81,838
Closed -$3.45M – 507
2024
Q2 		$3.45M Hold
81,838
– – 0.09% 182
2024
Q1 		$3.48M Sell
81,838
-1,063
-1% -$45K 0.08% 197
2023
Q4 		$3.5M Buy
82,901
+862
+1% +$35.5K 0.09% 187
2023
Q3 		$3.37M Buy
82,039
+201
+0.2% +$8.3K 0.07% 176
2023
Q2 		$3.39M Sell
81,838
-195
-0.2% -$8.04K 0.06% 187
2023
Q1 		$3.42M Buy
82,033
+44
+0.1% +$1.82K 0.05% 205
2022
Q4 		$3.35M Buy
81,989
+55,482
+209% +$2.27M 0.05% 210
2022
Q3 		$1.06M Buy
26,507
+3,520
+15% +$146K 0.02% 355
2022
Q2 		$932K Buy
22,987
+548
+2% +$23.2K 0.01% 340
2022
Q1 		$986K Buy
22,439
+3,626
+19% +$161K 0.01% 327
2021
Q4 		$852K Sell
18,813
-30,868
-62% -$1.4M 0.01% 334
2021
Q3 		$2.27M Buy
49,681
+4,530
+10% +$207K 0.03% 237
2021
Q2 		$2.08M Buy
45,151
+14,884
+49% +$682K 0.03% 248
2021
Q1 		$1.39M Sell
30,267
-15,406
-34% -$701K 0.02% 295
2020
Q4 		$2.08M Buy
45,673
+13,123
+40% +$586K 0.03% 230
2020
Q3 		$1.43M Buy
32,550
+431
+1% +$18.9K 0.02% 248
2020
Q2 		$1.38M Buy
32,119
+19,546
+155% +$826K 0.03% 235
2020
Q1 		$514K Sell
12,573
-90,558
-88% -$4.06M 0.01% 312
2019
Q4 		$4.79M Buy
+103,131
New +$4.77M 0.09% 141

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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

SVB Wealth's SHYG Position: Q2 2025 in Review

SVB Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 80,841 shares — an estimated $3.44M sold.

SVB Wealth first reported a position in SHYG in Q4 2019 and held it in 21 quarters. The position peaked at $4.79M in Q4 2019. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • SVB Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 80,841 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $3.44M.
  • SVB Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 21 quarters.
  • SVB Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.79M in Q4 2019.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.