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

Tucker 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 Q4	$3.3K	Hold	77	–	–	﹤0.01%	766
2025 Q3	$3.33K	Hold	77	–	–	﹤0.01%	281
2025 Q2	$3.32K	Sell	77 -464	-86%	-$19.6K	﹤0.01%	260
2025 Q1	$23K	Hold	541	–	–	0.01%	198
2024 Q4	$23.1K	Sell	541 -226	-29%	-$9.71K	﹤0.01%	535
2024 Q3	$33.3K	Sell	767 -1,017	-57%	-$43.5K	0.01%	409
2024 Q2	$75.3K	Buy	1,784 +33	+2%	+$1.39K	0.02%	317
2024 Q1	$74.5K	Sell	1,751 -17	-1%	-$720	0.02%	343
2023 Q4	$74.6K	Buy	1,768 +17	+1%	+$701	0.02%	274
2023 Q3	$71.8K	Sell	1,751 -41	-2%	-$1.69K	0.02%	263
2023 Q2	$74.3K	Sell	1,792 -355	-17%	-$14.6K	0.02%	201
2023 Q1	$89.5K	Hold	2,147	–	–	0.03%	155
2022 Q4	$87.8K	Hold	2,147	–	–	0.03%	102
2022 Q3	$87.7K	Hold	2,147	–	–	0.03%	86
2022 Q2	$87.1K	Sell	2,147 -182	-8%	-$7.7K	0.03%	56
2022 Q1	$102K	Sell	2,329 -333	-13%	-$14.7K	0.03%	44
2021 Q4	$120K	Hold	2,662	–	–	0.04%	38
2021 Q3	$121K	Hold	2,662	–	–	0.04%	35
2021 Q2	$123K	Hold	2,662	–	–	0.06%	28
2021 Q1	$122K	Sell	2,662 -3,831	-59%	-$174K	0.06%	37
2020 Q4	$295K	Buy	+6,493	New	+$290K	0.18%	21

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Tucker Asset Management's SHYG Position: Q4 2025 in Review

Tucker Asset Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q4 2025 at 77 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Tucker Asset Management first reported a position in SHYG in Q4 2020 and has held it in 21 quarters since. The position peaked at $295K in Q4 2020. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Tucker Asset Management held 77 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.3K as of Q4 2025.
Tucker Asset Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q4 2025.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #766 holding.
Tucker Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $295K in Q4 2020.
581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.