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

Baker Tilly 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
Q3 		$420K Sell
10,172
-312
-3% -$13.1K 0.08% 182
2026
Q2 		$445K Sell
10,484
-123
-1% -$5.22K 0.09% 179
2026
Q1 		$449K Buy
10,607
+172
+2% +$7.34K 0.11% 169
2025
Q4 		$447K Sell
10,435
-562
-5% -$24.1K 0.11% 171
2025
Q3 		$476K Buy
10,997
+3,588
+48% +$154K 0.11% 157
2025
Q2 		$320K Sell
7,409
-1,872
-20% -$79.2K 0.11% 178
2025
Q1 		$395K Sell
9,281
-1,030
-10% -$44.2K 0.15% 146
2024
Q4 		$439K Sell
10,311
-907
-8% -$39K 0.17% 133
2024
Q3 		$487K Sell
11,218
-6,148
-35% -$263K 0.22% 120
2024
Q2 		$733K Sell
17,366
-4,293
-20% -$181K 0.3% 82
2024
Q1 		$922K Sell
21,659
-13,027
-38% -$551K 0.17% 134
2023
Q4 		$1.46M Buy
34,686
+6,617
+24% +$273K 0.24% 94
2023
Q3 		$1.15M Sell
28,069
-6,970
-20% -$288K 0.19% 112
2023
Q2 		$1.45M Buy
35,039
+2,308
+7% +$95.1K 0.15% 144
2023
Q1 		$1.36M Buy
32,731
+1,023
+3% +$42.4K 0.15% 144
2022
Q4 		$1.3M Buy
31,708
+5,789
+22% +$237K 0.16% 149
2022
Q3 		$1.03M Buy
25,919
+549
+2% +$22.7K 0.14% 152
2022
Q2 		$1.03M Sell
25,370
-1,626
-6% -$68.8K 0.14% 164
2022
Q1 		$1.19M Buy
26,996
+11,424
+73% +$506K 0.13% 159
2021
Q4 		$705K Buy
15,572
+2,389
+18% +$108K 0.08% 285
2021
Q3 		$602K Buy
13,183
+5,916
+81% +$271K 0.08% 275
2021
Q2 		$335K Sell
7,267
-2,077
-22% -$95.2K 0.05% 373
2021
Q1 		$428K Sell
9,344
-5,024
-35% -$229K 0.09% 278
2020
Q4 		$653K Buy
+14,368
New +$642K 0.2% 118

Other funds holding SHYG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Baker Tilly Wealth Management's SHYG Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3% in Q3 2026, selling an estimated $13.1K and leaving 10,172 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #182.

Baker Tilly Wealth Management first reported a position in SHYG in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.46M in Q4 2023. 32 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Baker Tilly Wealth Management held 10,172 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $420K as of Q3 2026.
  • Baker Tilly Wealth Management sold 312 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $13.1K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Baker Tilly Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.46M in Q4 2023.
  • 32 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.