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

BAM 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	$236K	Buy	+5,576	New	+$237K	0.15%	153
2026 Q1	–	Sell	-4,797	Closed	-$206K	–	180
2025 Q4	$206K	Buy	+4,797	New	+$206K	0.15%	155

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

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

BAM Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 5,576 shares worth $236K. The stake represents 0.15% of the portfolio and ranks #153 among its holdings. This is a return to the name: BAM Wealth Management previously reported a position in SHYG as recently as Q4 2025.

BAM Wealth Management first reported a position in SHYG in Q4 2025 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

BAM Wealth Management held 5,576 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $236K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new BAM Wealth Management position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of BAM Wealth Management's portfolio in Q2 2026, its #153 holding.
BAM Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
331 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.