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

Accurate 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 		$242K Buy
5,724
+106
+2% +$4.5K 0.02% 507
2026
Q1 		$238K Buy
5,618
+247
+5% +$10.5K 0.03% 471
2025
Q4 		$231K Buy
5,371
+351
+7% +$15.1K 0.03% 464
2025
Q3 		$215K Buy
+5,020
New +$216K 0.03% 468
2023
Q1 		– Sell
-1,238
Closed -$51.7K – 1212
2022
Q4 		$51.7K Buy
+1,238
New +$50.6K 0.02% 450

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Accurate Wealth Management's SHYG Position: Q2 2026 in Review

Accurate Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.9% in Q2 2026, buying an estimated $4.5K and bringing the position to 5,724 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #507.

Accurate Wealth Management first reported a position in SHYG in Q4 2022 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Accurate Wealth Management held 5,724 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $242K as of Q2 2026.
  • Accurate Wealth Management bought 106 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Accurate Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.