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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ashton Thomas Private Wealth's SHYG Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.1% in Q1 2026, buying an estimated $74.4K and bringing the position to 35,935 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #429.

Ashton Thomas Private Wealth first reported a position in SHYG in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.71M in Q1 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Ashton Thomas Private Wealth held 35,935 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.52M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 1,744 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $74.4K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #429 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 25 quarters since.
  • Ashton Thomas Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.71M in Q1 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.