Bartlett & Co Wealth Management
SHYG icon

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

Bartlett & Co 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 		$9.6M Sell
233,681
-51,494
-18% -$2.16M 0.12% 106
2026
Q2 		$12.1M Sell
285,175
-6,482
-2% -$275K 0.15% 97
2026
Q1 		$12.4M Sell
291,657
-13,346
-4% -$570K 0.16% 95
2025
Q4 		$13.1M Sell
305,003
-4,332
-1% -$186K 0.17% 93
2025
Q3 		$13.4M Sell
309,335
-4,184
-1% -$180K 0.18% 94
2025
Q2 		$13.5M Sell
313,519
-6,220
-2% -$263K 0.19% 87
2025
Q1 		$13.6M Buy
319,739
+15,909
+5% +$683K 0.2% 85
2024
Q4 		$12.9M Buy
303,830
+1,807
+0.6% +$77.7K 0.19% 86
2024
Q3 		$13.1M Sell
302,023
-197,873
-40% -$8.46M 0.19% 88
2024
Q2 		$21.1M Buy
499,896
+140,465
+39% +$5.91M 0.32% 68
2024
Q1 		$15.3M Buy
359,431
+219,342
+157% +$9.28M 0.24% 79
2023
Q4 		$5.93M Buy
140,089
+1,928
+1% +$79.5K 0.1% 129
2023
Q3 		$5.67M Sell
138,161
-5,426
-4% -$224K 0.1% 121
2023
Q2 		$5.95M Sell
143,587
-6,329
-4% -$261K 0.1% 121
2023
Q1 		$6.25M Sell
149,916
-55,117
-27% -$2.28M 0.12% 117
2022
Q4 		$8.38M Sell
205,033
-84,898
-29% -$3.47M 0.17% 101
2022
Q3 		$11.6M Buy
289,931
+212
+0.1% +$8.76K 0.25% 82
2022
Q2 		$11.7M Sell
289,719
-15,045
-5% -$636K 0.24% 84
2022
Q1 		$13.4M Buy
304,764
+15,613
+5% +$691K 0.23% 87
2021
Q4 		$13.1M Buy
289,151
+56,425
+24% +$2.56M 0.22% 88
2021
Q3 		$10.6M Buy
232,726
+9,832
+4% +$450K 0.2% 89
2021
Q2 		$10.3M Sell
222,894
-4,412
-2% -$202K 0.2% 92
2021
Q1 		$10.4M Buy
227,306
+39,929
+21% +$1.82M 0.21% 88
2020
Q4 		$8.51M Buy
+187,377
New +$8.37M 0.18% 97
2018
Q2 		– Sell
-17
Closed -$795 – 770
2018
Q1 		$795 Buy
+17
New +$798 ﹤0.01% 720

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arch Capital Group
Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bartlett & Co Wealth Management's SHYG Position: Q3 2026 in Review

Bartlett & Co Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 18% in Q3 2026, selling an estimated $2.16M and leaving 233,681 shares worth $9.6M. The position accounts for 0.12% of the portfolio, ranked #106.

Bartlett & Co Wealth Management first reported a position in SHYG in Q1 2018 and has held it in 25 quarters since. The position peaked at $21.1M in Q2 2024. 424 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Bartlett & Co Wealth Management held 233,681 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $9.6M as of Q3 2026.
  • Bartlett & Co Wealth Management sold 51,494 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.16M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.12% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $21.1M in Q2 2024.
  • 424 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.