Vantage Financial Partners (Wisconsin)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Vantage Financial Partners (Wisconsin)’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	-4,866	Closed	-$210K	–	221
2025 Q2	$210K	Sell	4,866 -7,634	-61%	-$323K	0.05%	192
2025 Q1	$531K	Buy	12,500 +267	+2%	+$11.5K	0.13%	99
2024 Q4	$521K	Buy	12,233 +1,318	+12%	+$56.6K	0.13%	99
2024 Q3	$474K	Buy	10,915 +1,715	+19%	+$73.3K	0.12%	109
2024 Q2	$388K	Buy	9,200 +772	+9%	+$32.5K	0.1%	97
2024 Q1	$359K	Buy	8,428 +782	+10%	+$33.1K	0.1%	100
2023 Q4	$323K	Buy	7,646 +979	+15%	+$40.4K	0.09%	98
2023 Q3	$274K	Buy	+6,667	New	+$275K	0.11%	63
2023 Q2	–	Sell	-7,794	Closed	-$325K	–	102
2023 Q1	$325K	Buy	+7,794	New	+$323K	0.13%	61

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

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

Vantage Financial Partners (Wisconsin)'s SHYG Position: Q3 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2025, closing a stake of 4,866 shares — an estimated $210K sold.

Vantage Financial Partners (Wisconsin) first reported a position in SHYG in Q1 2023 and held it in 9 quarters. The position peaked at $531K in Q1 2025. 543 funds tracked by Wall St. Rank hold SHYG as of Q3 2025.

Vantage Financial Partners (Wisconsin) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 4,866 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2025, an estimated $210K.
Vantage Financial Partners (Wisconsin) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
Vantage Financial Partners (Wisconsin)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $531K in Q1 2025.
543 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2025, filed 5 Nov 2025.