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Beirne Wealth Consulting Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Beirne Wealth Consulting Services’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 		$526K Sell
12,401
-701
-5% -$29.7K 0.1% 60
2026
Q1 		$554K Buy
13,102
+3,377
+35% +$144K 0.16% 61
2025
Q4 		$417K Sell
9,725
-505
-5% -$21.7K 0.12% 75
2025
Q3 		$443K Sell
10,230
-3
-0% -$129 0.11% 110
2025
Q2 		$441K Buy
10,233
+1,705
+20% +$72.1K 0.14% 68
2025
Q1 		$363K Sell
8,528
-160
-2% -$6.87K 0.13% 71
2024
Q4 		$370K Sell
8,688
-41
-0.5% -$1.76K 0.13% 72
2024
Q3 		$379K Buy
8,729
+64
+0.7% +$2.73K 0.13% 71
2024
Q2 		$366K Buy
8,665
+615
+8% +$25.9K 0.15% 71
2024
Q1 		$343K Sell
8,050
-120
-1% -$5.08K 0.15% 71
2023
Q4 		$345K Sell
8,170
-2,812
-26% -$116K 0.17% 95
2023
Q3 		$455K Hold
10,982
– – 0.36% 54
2023
Q2 		$455K Sell
10,982
-7,455
-40% -$307K 0.36% 54
2023
Q1 		$769K Sell
18,437
-840
-4% -$34.8K 0.54% 38
2022
Q4 		$788K Sell
19,277
-2,823
-13% -$115K 0.39% 39
2022
Q3 		$883K Buy
22,100
+10,432
+89% +$431K 0.34% 42
2022
Q2 		$473K Buy
+11,668
New +$494K 0.31% 56

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Beirne Wealth Consulting Services's SHYG Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.4% in Q2 2026, selling an estimated $29.7K and leaving 12,401 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #60.

Beirne Wealth Consulting Services first reported a position in SHYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $883K in Q3 2022. 257 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Beirne Wealth Consulting Services held 12,401 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $526K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 701 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $29.7K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #60 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Beirne Wealth Consulting Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $883K in Q3 2022.
  • 257 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.