Superior Planning, LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Superior Planning, LLC’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 Q3	$3.88K	Buy	+94	New	+$3.95K	﹤0.01%	1306

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's SHYG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026: 94 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings.

424 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Superior Planning, LLC held 94 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.88K as of Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1306 holding.
424 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.