Valmark Advisers’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Valmark Advisers’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	-6,185	Closed	-$264K	–	624
2024 Q4	$264K	Sell	6,185 -6,812	-52%	-$293K	﹤0.01%	533
2024 Q3	$564K	Buy	+12,997	New	+$555K	0.01%	394
2022 Q1	–	Sell	-5,141	Closed	-$233K	–	441
2021 Q4	$233K	Sell	5,141 -784	-13%	-$35.5K	﹤0.01%	381
2021 Q3	$271K	Buy	5,925 +1,231	+26%	+$56.3K	0.01%	343
2021 Q2	$216K	Buy	4,694 +48	+1%	+$2.2K	﹤0.01%	369
2021 Q1	$213K	Sell	4,646 -2	-0%	-$91	﹤0.01%	358
2020 Q4	$211K	Hold	4,648	–	–	﹤0.01%	333
2020 Q3	$204K	Buy	+4,648	New	+$204K	﹤0.01%	285

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

JSTA

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Valmark Advisers's SHYG Position: Q1 2025 in Review

Valmark Advisers sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 6,185 shares — an estimated $264K sold.

Valmark Advisers first reported a position in SHYG in Q3 2020 and held it in 8 quarters. The position peaked at $564K in Q3 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

Valmark Advisers reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Valmark Advisers sold 6,185 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $264K.
Valmark Advisers first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
Valmark Advisers's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $564K in Q3 2024.
530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Valmark Advisers's 13F filing for Q1 2025, filed 23 Apr 2025.