21 West Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

21 West Wealth Management’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
2026 Q2	$1.23M	Buy	29,071 +577	+2%	+$24.5K	1.05%	31
2026 Q1	$1.21M	Buy	28,494 +420	+1%	+$17.9K	1.12%	30
2025 Q4	$1.2M	Buy	28,074 +570	+2%	+$24.5K	1.1%	31
2025 Q3	$1.19M	Buy	27,504 +226	+0.8%	+$9.73K	1.13%	31
2025 Q2	$1.18M	Buy	+27,278	New	+$1.15M	1.19%	33

Other funds holding SHYG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

21 West Wealth Management's SHYG Position: Q2 2026 in Review

21 West Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2% in Q2 2026, buying an estimated $24.5K and bringing the position to 29,071 shares worth $1.23M. The position accounts for 1.05% of the portfolio, ranked #31.

21 West Wealth Management first reported a position in SHYG in Q2 2025 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

21 West Wealth Management held 29,071 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.23M as of Q2 2026.
21 West Wealth Management bought 577 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.05% of 21 West Wealth Management's portfolio in Q2 2026, its #31 holding.
21 West Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.