Alterna Wealth Management
SHYG icon

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

Alterna 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
Q3 		$2.52M Sell
61,074
-3,913
-6% -$165K 1.4% 21
2026
Q2 		$2.76M Buy
64,987
+34,805
+115% +$1.48M 1.58% 20
2026
Q1 		$1.28M Sell
30,182
-2,997
-9% -$128K 0.97% 33
2025
Q4 		$1.42M Buy
33,179
+8,789
+36% +$377K 1.19% 26
2025
Q3 		$1.06M Sell
24,390
-8,836
-27% -$380K 0.87% 34
2025
Q2 		$1.43M Sell
33,226
-5,043
-13% -$213K 1.15% 25
2025
Q1 		$1.63M Buy
38,269
+16,223
+74% +$696K 1.23% 21
2024
Q4 		$939K Buy
22,046
+655
+3% +$28.2K 0.79% 35
2024
Q3 		$929K Hold
21,391
– – 0.83% 34
2024
Q2 		$903K Buy
21,391
+240
+1% +$10.1K 0.79% 35
2024
Q1 		$900K Sell
21,151
-128
-0.6% -$5.42K 0.73% 30
2023
Q4 		$898K Buy
21,279
+564
+3% +$23.3K 1.08% 27
2023
Q3 		$850K Sell
20,715
-656
-3% -$27.1K 1.09% 29
2023
Q2 		$886K Sell
21,371
-3,517
-14% -$145K 1.03% 30
2023
Q1 		$1.04M Sell
24,888
-1,269
-5% -$52.5K 1.3% 22
2022
Q4 		$1.07M Buy
26,157
+8,034
+44% +$329K 1.2% 24
2022
Q3 		$724K Buy
18,123
+12,721
+235% +$526K 0.86% 29
2022
Q2 		$219K Buy
+5,402
New +$228K 0.22% 70
2020
Q4 		$365K Buy
8,026
+476
+6% +$21.3K 0.46% 53
2020
Q3 		$332K Sell
7,550
-54
-0.7% -$2.37K 0.48% 46
2020
Q2 		$326K Sell
7,604
-56,353
-88% -$2.38M 0.39% 68
2020
Q1 		$2.61M Buy
+63,957
New +$2.87M 3.78% 6

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Alterna Wealth Management's SHYG Position: Q3 2026 in Review

Alterna Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6% in Q3 2026, selling an estimated $165K and leaving 61,074 shares worth $2.52M. The position accounts for 1.4% of the portfolio, ranked #21.

Alterna Wealth Management first reported a position in SHYG in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.76M in Q2 2026. 231 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Alterna Wealth Management held 61,074 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.52M as of Q3 2026.
  • Alterna Wealth Management sold 3,913 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $165K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.4% of Alterna Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Alterna Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Alterna Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.76M in Q2 2026.
  • 231 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.