ATX Financial Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

ATX Financial Planning’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	$222K	Sell	5,237 -4,942	-49%	-$210K	0.15%	81
2026 Q1	$431K	Buy	10,179 +651	+7%	+$27.8K	0.33%	55
2025 Q4	$408K	Buy	+9,528	New	+$409K	0.32%	62

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

ATX Financial Planning's SHYG Position: Q2 2026 in Review

ATX Financial Planning reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 49% in Q2 2026, selling an estimated $210K and leaving 5,237 shares worth $222K. The position accounts for 0.15% of the portfolio, ranked #81.

ATX Financial Planning first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $431K in Q1 2026. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

ATX Financial Planning held 5,237 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $222K as of Q2 2026.
ATX Financial Planning sold 4,942 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $210K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of ATX Financial Planning's portfolio in Q2 2026, its #81 holding.
ATX Financial Planning 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.
ATX Financial Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $431K in Q1 2026.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.