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

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

Atwood & Palmer's SHYG Position: Q2 2026 in Review

Atwood & Palmer increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.7% in Q2 2026, buying an estimated $339K and bringing the position to 465,716 shares worth $19.8M. The position accounts for 1.05% of the portfolio, ranked #41.

Atwood & Palmer first reported a position in SHYG in Q4 2020 and has held it in 17 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Atwood & Palmer held 465,716 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $19.8M as of Q2 2026.
Atwood & Palmer bought 7,986 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $339K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.05% of Atwood & Palmer's portfolio in Q2 2026, its #41 holding.
Atwood & Palmer first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.