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 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

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

Baker Tilly Wealth Management's SHYG Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q2 2026, selling an estimated $5.22K and leaving 10,484 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #179.

Baker Tilly Wealth Management first reported a position in SHYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2023. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Baker Tilly Wealth Management held 10,484 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $445K as of Q2 2026.
Baker Tilly Wealth Management sold 123 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.22K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #179 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 23 quarters since.
Baker Tilly Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.46M in Q4 2023.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.