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Action Point Financial Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Action Point Financial Planning’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 		$20.4K Buy
+481
New +$20.4K ﹤0.01% 1121

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's SHYG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 481 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings.

569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Action Point Financial Planning held 481 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $20.4K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1121 holding.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.