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Wealthspire Advisors (New York)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Wealthspire Advisors (New York)’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
-1,151
Closed -$49.8K – 2572
2025
Q3 		$49.8K Buy
+1,151
New +$49.6K ﹤0.01% 1250
2022
Q3 		– Sell
-7,239
Closed -$294K – 542
2022
Q2 		$294K Buy
+7,239
New +$306K 0.01% 404

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

Wealthspire Advisors (New York)'s SHYG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q4 2025, closing a stake of 1,151 shares — an estimated $49.8K sold.

Wealthspire Advisors (New York) first reported a position in SHYG in Q2 2022 and held it in 2 quarters. The position peaked at $294K in Q2 2022. 582 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,151 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $49.8K.
  • Wealthspire Advisors (New York) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $294K in Q2 2022.
  • 582 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.