AP
SHYG icon

Atwood & Palmer’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Atwood & Palmer’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 		$19.8M Buy
465,716
+7,986
+2% +$339K 1.05% 41
2026
Q1 		$19.4M Buy
457,730
+7,802
+2% +$333K 1.09% 40
2025
Q4 		$19.3M Buy
449,928
+8,425
+2% +$362K 1.1% 38
2025
Q3 		$19.1M Buy
441,503
+5,331
+1% +$230K 1.12% 41
2025
Q2 		$18.8M Buy
436,172
+150,149
+52% +$6.35M 1.18% 39
2025
Q1 		$12.2M Buy
286,023
+800
+0.3% +$34.3K 0.84% 46
2024
Q4 		$12.2M Buy
285,223
+5,044
+2% +$217K 0.83% 46
2024
Q3 		$12.2M Buy
280,179
+5,161
+2% +$221K 0.83% 47
2024
Q2 		$11.6M Sell
275,018
-3,232
-1% -$136K 0.88% 48
2024
Q1 		$11.8M Buy
278,250
+3,420
+1% +$145K 0.9% 48
2023
Q4 		$11.6M Sell
274,830
-3,090
-1% -$127K 0.94% 46
2023
Q3 		$11.4M Buy
277,920
+41,223
+17% +$1.7M 1% 44
2023
Q2 		$9.81M Buy
236,697
+3,425
+1% +$141K 0.88% 44
2023
Q1 		$9.72M Buy
233,272
+3,910
+2% +$162K 0.91% 45
2022
Q4 		$9.38M Buy
229,362
+32,250
+16% +$1.32M 0.85% 46
2022
Q3 		$7.87M Buy
+197,112
New +$8.15M 0.78% 49
2021
Q1 		– Sell
-261
Closed -$12K – 449
2020
Q4 		$12K Buy
+261
New +$11.7K ﹤0.01% 308

Other funds holding SHYG

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return