Yeomans Consulting Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Yeomans Consulting Group’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	$515K	Buy	12,019 +376	+3%	+$16.1K	0.15%	60
2025 Q3	$502K	Buy	11,643 +1,204	+12%	+$51.8K	0.17%	48
2025 Q2	$447K	Sell	10,439 -1,299	-11%	-$55K	0.18%	53
2025 Q1	$499K	Sell	11,738 -1,721	-13%	-$73.8K	0.19%	39
2024 Q4	$573K	Buy	13,459 +17	+0.1%	+$731	0.21%	42
2024 Q3	$584K	Buy	13,442 +380	+3%	+$16.2K	0.22%	47
2024 Q2	$551K	Sell	13,062 -137	-1%	-$5.77K	0.21%	42
2024 Q1	$562K	Buy	13,199 +1,397	+12%	+$59.1K	0.25%	42
2023 Q4	$498K	Buy	+11,802	New	+$487K	0.25%	37

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

JSTA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Yeomans Consulting Group's SHYG Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.2% in Q4 2025, buying an estimated $16.1K and bringing the position to 12,019 shares worth $515K. The position accounts for 0.15% of the portfolio, ranked #60.

Yeomans Consulting Group first reported a position in SHYG in Q4 2023 and has held it in 9 quarters since. The position peaked at $584K in Q3 2024. 581 funds tracked by Wall St. Rank hold SHYG as of Q4 2025.

Yeomans Consulting Group held 12,019 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $515K as of Q4 2025.
Yeomans Consulting Group bought 376 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q4 2025, an estimated $16.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of Yeomans Consulting Group's portfolio in Q4 2025, its #60 holding.
Yeomans Consulting Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $584K in Q3 2024.
581 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.