AWM
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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
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

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

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

Alterna Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 115% in Q2 2026, buying an estimated $1.48M and bringing the position to 64,987 shares worth $2.76M. The position accounts for 1.58% of the portfolio, ranked #20.

Alterna Wealth Management first reported a position in SHYG in Q1 2020 and has held it in 21 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Alterna Wealth Management held 64,987 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.76M as of Q2 2026.
  • Alterna Wealth Management bought 34,805 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.48M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.58% of Alterna Wealth Management's portfolio in Q2 2026, its #20 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 21 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 Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.