Toth Financial Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Toth Financial Advisory’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	-1,197	Closed	-$51.6K	–	822
2025 Q2	$51.6K	Buy	+1,197	New	+$50.6K	0.01%	304
2023 Q3	–	Sell	-325	Closed	-$13.5K	–	838
2023 Q2	$13.5K	Buy	325 +65	+25%	+$2.68K	﹤0.01%	436
2023 Q1	$10.8K	Hold	260	–	–	﹤0.01%	442
2022 Q4	$10.6K	Hold	260	–	–	﹤0.01%	435
2022 Q3	$10K	Hold	260	–	–	﹤0.01%	462
2022 Q2	$11K	Hold	260	–	–	﹤0.01%	433
2022 Q1	$11K	Hold	260	–	–	﹤0.01%	466
2021 Q4	$12K	Buy	260 +30	+13%	+$1.36K	﹤0.01%	480
2021 Q3	$11K	Hold	230	–	–	﹤0.01%	470
2021 Q2	$11K	Hold	230	–	–	﹤0.01%	450
2021 Q1	$11K	Hold	230	–	–	﹤0.01%	458
2020 Q4	$10K	Buy	230 +115	+100%	+$5.14K	﹤0.01%	409
2020 Q3	$5K	Buy	+115	New	+$5.05K	﹤0.01%	433

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Toth Financial Advisory's SHYG Position: Q3 2025 in Review

Toth Financial Advisory sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 1,197 shares — an estimated $51.6K sold.

Toth Financial Advisory first reported a position in SHYG in Q3 2020 and held it in 13 quarters. The position peaked at $51.6K in Q2 2025. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Toth Financial Advisory reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Toth Financial Advisory sold 1,197 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $51.6K.
Toth Financial Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 13 quarters.
Toth Financial Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $51.6K 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 Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.