AWM
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
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

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
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
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 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. 170 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.
  • 170 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.