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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 571 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.
571 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.