SHYG ISHARES TR

Ownership history in Friedenthal Financial  ·  15 quarters on record

AI Ownership Summary

Friedenthal Financial reported ISHARES TR (SHYG) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.34% in 2023 Q4. The latest visible filing shows SHYG at 2.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friedenthal Financial's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHYG was reported at 2.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.34% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Friedenthal Financial held SHYG — position size vs. price
% of Fund (quarterly)    SHYG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 103,432 -85,766 -45.3% 2.28% $4.4M 2026-02-14 (Est.) $42.60
2025 Q3 ADDED 189,198 +103,135 +119.8% 4.23% $8.2M 2025-10-15 $41.81
2025 Q2 ADDED 86,063 +5,106 +6.3% 2.04% $3.7M 2025-07-23 $41.14
2025 Q1 ADDED 80,957 +10,935 +15.6% 2.06% $3.4M 2025-04-21 $39.06
2024 Q4 ADDED 70,022 +1,915 +2.8% 1.74% $3.0M 2025-01-13 $39.27
2024 Q3 REDUCED 68,107 -1,222 -1.8% 1.73% $3.0M 2024-10-17 $39.01
2024 Q2 ADDED 69,329 +6,569 +10.5% 1.82% $2.9M 2024-07-16 $37.94
2024 Q1 REDUCED 62,760 -94,968 -60.2% 1.64% $2.7M 2024-04-25 $36.69
2023 Q4 ADDED 157,728 +97,179 +160.5% 4.34% $6.7M 2024-01-29 $36.57
2023 Q3 REDUCED 60,549 -1,571 -2.5% 1.68% $2.5M 2023-10-17 $34.17
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Friedenthal Financial and SHYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Friedenthal Financial reported owning SHYG?

Friedenthal Financial reported SHYG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SHYG position in Friedenthal Financial's portfolio?

The largest reported portfolio weight for SHYG was 4.34% in 2023 Q4.

What is the latest reported SHYG position on this page?

The most recent filing on this page is 2025 Q4, when Friedenthal Financial reported 103,432 shares, equal to 2.28% of portfolio, with an estimated market value of $4.4M.

What does the chart on this SHYG ownership page compare?

The chart compares Friedenthal Financial's quarterly SHYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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