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

Asset One 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	$207K	Sell	4,899 -319	-6%	-$13.5K	0.02%	338
2026 Q1	$222K	Sell	5,218 -448	-8%	-$19.1K	0.02%	319
2025 Q4	$243K	Buy	+5,666	New	+$243K	0.03%	245

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

Asset One Wealth Management's SHYG Position: Q2 2026 in Review

Asset One Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.1% in Q2 2026, selling an estimated $13.5K and leaving 4,899 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #338.

Asset One Wealth Management first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Asset One Wealth Management held 4,899 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $207K as of Q2 2026.
Asset One Wealth Management sold 319 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $13.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Asset One Wealth Management's portfolio in Q2 2026, its #338 holding.
Asset One Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Asset One Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $243K in Q4 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.