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

Synergy Asset 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
Q1 		– Sell
-324
Closed -$14.1K – 714
2024
Q4 		$14.1K Buy
+324
New +$13.9K ﹤0.01% 410

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BlackRock
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GC
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JSTA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
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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

Synergy Asset Management's SHYG Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 324 shares — an estimated $14.1K sold.

Synergy Asset Management first reported a position in SHYG in Q4 2024 and held it in 1 quarter. The position peaked at $14.1K in Q4 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 324 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $14.1K.
  • Synergy Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.1K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.