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

Synergy 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
Q2 		– Sell
-150
Closed -$6.38K – 480
2025
Q1 		$6.38K Buy
150
+18
+14% +$772 ﹤0.01% 419
2024
Q4 		$5.63K Buy
+132
New +$5.67K ﹤0.01% 444

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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
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JSTA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.66T 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

Synergy Investment Management's SHYG Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2025, closing a stake of 150 shares — an estimated $6.38K sold.

Synergy Investment Management first reported a position in SHYG in Q4 2024 and held it in 2 quarters. The position peaked at $6.38K in Q1 2025. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 150 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $6.38K.
  • Synergy Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.38K in Q1 2025.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.