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 Q3	$281K	Buy	6,810 +1,234	+22%	+$51.9K	0.15%	153
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 $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BAM Wealth Management's SHYG Position: Q3 2026 in Review

BAM Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 22% in Q3 2026, buying an estimated $51.9K and bringing the position to 6,810 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #153.

BAM Wealth Management first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

BAM Wealth Management held 6,810 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $281K as of Q3 2026.
BAM Wealth Management bought 1,234 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $51.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of BAM Wealth Management's portfolio in Q3 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 3 quarters since.
424 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.