Ashton Thomas Private Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Ashton Thomas Private Wealth’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	$1.38M	Sell	32,452 -3,483	-10%	-$148K	0.03%	475
2026 Q1	$1.52M	Buy	35,935 +1,744	+5%	+$74.4K	0.04%	429
2025 Q4	$1.47M	Buy	34,191 +1,838	+6%	+$78.9K	0.04%	387
2025 Q3	$1.4M	Buy	32,353 +1,100	+4%	+$47.4K	0.04%	389
2025 Q2	$1.35M	Sell	31,253 -56,032	-64%	-$2.37M	0.05%	346
2025 Q1	$3.71M	Buy	87,285 +19,387	+29%	+$832K	0.14%	168
2024 Q4	$2.89M	Buy	67,898 +43,112	+174%	+$1.85M	0.11%	212
2024 Q3	$1.08M	Buy	24,786 +740	+3%	+$31.6K	0.06%	301
2024 Q2	$1.01M	Buy	24,046 +66	+0.3%	+$2.78K	0.06%	303
2024 Q1	$1.02M	Buy	23,980 +1,368	+6%	+$57.9K	0.06%	298
2023 Q4	$955K	Buy	22,612 +835	+4%	+$34.4K	0.06%	305
2023 Q3	$894K	Sell	21,777 -1,405	-6%	-$58K	0.07%	300
2023 Q2	$961K	Buy	23,182 +1,592	+7%	+$65.6K	0.07%	277
2023 Q1	$900K	Buy	21,590 +4,440	+26%	+$184K	0.08%	272
2022 Q4	$701K	Buy	17,150 +1,389	+9%	+$56.8K	0.07%	293
2022 Q3	$629K	Buy	15,761 +1,812	+13%	+$74.9K	0.07%	285
2022 Q2	$566K	Sell	13,949 -1,580	-10%	-$66.8K	0.06%	293
2022 Q1	$683K	Sell	15,529 -41,853	-73%	-$1.85M	0.06%	313
2021 Q4	$2.6M	Buy	57,382 +32,222	+128%	+$1.46M	0.25%	102
2021 Q3	$1.15M	Sell	25,160 -44,012	-64%	-$2.01M	0.17%	147
2021 Q2	$3.19M	Buy	69,172 +61,935	+856%	+$2.84M	0.49%	54
2021 Q1	$332K	Sell	7,237 -17,965	-71%	-$818K	0.06%	255
2020 Q4	$1.15M	Buy	+25,202	New	+$1.13M	0.22%	124
2020 Q2	–	Sell	-5,675	Closed	-$232K	–	251
2020 Q1	$232K	Sell	5,675 -853	-13%	-$38.2K	0.09%	187
2019 Q4	$303K	Sell	6,528 -1,231	-16%	-$56.9K	0.1%	188
2019 Q3	$361K	Buy	+7,759	New	+$360K	0.15%	130

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ashton Thomas Private Wealth's SHYG Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.7% in Q2 2026, selling an estimated $148K and leaving 32,452 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #475.

Ashton Thomas Private Wealth first reported a position in SHYG in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.71M in Q1 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Ashton Thomas Private Wealth held 32,452 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.38M as of Q2 2026.
Ashton Thomas Private Wealth sold 3,483 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $148K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #475 holding.
Ashton Thomas Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and has held it in 26 quarters since.
Ashton Thomas Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.71M in Q1 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.