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

Axxcess 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	$789K	Buy	+18,607	New	+$789K	0.01%	586
2026 Q1	–	Sell	-10,823	Closed	-$464K	–	892
2025 Q4	$464K	Buy	10,823 +4,524	+72%	+$194K	0.01%	723
2025 Q3	$273K	Buy	+6,299	New	+$271K	0.01%	786
2025 Q1	–	Sell	-9,616	Closed	-$410K	–	921
2024 Q4	$410K	Buy	+9,616	New	+$413K	0.01%	594
2024 Q3	–	Sell	-16,070	Closed	-$678K	–	939
2024 Q2	$678K	Buy	16,070 +10,732	+201%	+$452K	0.02%	460
2024 Q1	$227K	Buy	+5,338	New	+$226K	0.01%	768

Other funds holding SHYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Axxcess Wealth Management's SHYG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 18,607 shares worth $789K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SHYG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SHYG in Q1 2024 and has held it in 6 quarters since. 334 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Axxcess Wealth Management held 18,607 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $789K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #586 holding.
Axxcess Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
334 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.