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

Twin City Private 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
Q4 		– Sell
-2,414
Closed -$105K – 98
2025
Q3 		$105K Sell
2,414
-371
-13% -$16K 0.08% 96
2025
Q2 		$120K Buy
2,785
+1
+0% +$42 0.1% 95
2025
Q1 		$118K Buy
2,784
+818
+42% +$35.1K 0.1% 90
2024
Q4 		$83.8K Sell
1,966
-397
-17% -$17.1K 0.07% 91
2024
Q3 		$103K Sell
2,363
-2,188
-48% -$93.5K 0.09% 94
2024
Q2 		$192K Sell
4,551
-630
-12% -$26.5K 0.18% 86
2024
Q1 		$220K Buy
+5,181
New +$219K 0.22% 87

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Twin City Private Wealth's SHYG Position: Q4 2025 in Review

Twin City Private Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 2,414 shares — an estimated $105K sold.

Twin City Private Wealth first reported a position in SHYG in Q1 2024 and held it in 7 quarters. The position peaked at $220K in Q1 2024. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Twin City Private Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Twin City Private Wealth sold 2,414 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $105K.
  • Twin City Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
  • Twin City Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $220K in Q1 2024.
  • 582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Twin City Private Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.