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

Verum Partners’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	-46,606	Closed	-$1.99M	–	171
2024 Q4	$1.99M	Sell	46,606 -3,007	-6%	-$129K	0.57%	35
2024 Q3	$2.15M	Sell	49,613 -21,422	-30%	-$915K	0.63%	31
2024 Q2	$3M	Sell	71,035 -3,697	-5%	-$156K	0.97%	21
2024 Q1	$3.18M	Buy	74,732 +187	+0.3%	+$7.92K	1.13%	22
2023 Q4	$3.15M	Buy	74,545 +32	+0%	+$1.32K	1.24%	22
2023 Q3	$3.06M	Buy	74,513 +68,940	+1,237%	+$2.85M	1.37%	21
2023 Q2	$231K	Hold	5,573	–	–	0.21%	92
2023 Q1	$232K	Buy	+5,573	New	+$231K	0.25%	59

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

Verum Partners's SHYG Position: Q1 2025 in Review

Verum Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2025, closing a stake of 46,606 shares — an estimated $1.99M sold.

Verum Partners first reported a position in SHYG in Q1 2023 and held it in 8 quarters. The position peaked at $3.18M in Q1 2024. 530 funds tracked by Wall St. Rank hold SHYG as of Q1 2025.

Verum Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Verum Partners sold 46,606 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2025, an estimated $1.99M.
Verum Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Verum Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.18M in Q1 2024.
530 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2025.

Based on Verum Partners's 13F filing for Q1 2025, filed 11 Apr 2025.