BWM
SHYG icon

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

BankPlus 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 		$375K Buy
8,843
+105
+1% +$4.46K 0.17% 89
2026
Q1 		$370K Buy
8,738
+2,878
+49% +$123K 0.19% 87
2025
Q4 		$251K Buy
+5,860
New +$251K 0.14% 100

Other funds holding SHYG

AssetMark Inc
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

BankPlus Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q2 2026, buying an estimated $4.46K and bringing the position to 8,843 shares worth $375K. The position accounts for 0.17% of the portfolio, ranked #89.

BankPlus Wealth Management first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • BankPlus Wealth Management held 8,843 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $375K as of Q2 2026.
  • BankPlus Wealth Management bought 105 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.46K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of BankPlus Wealth Management's portfolio in Q2 2026, its #89 holding.
  • BankPlus 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.
  • 251 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.