BFS
SHYG icon

BridgePort Financial Solutions’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

BridgePort Financial Solutions’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 		$6.21M Buy
146,455
+2,965
+2% +$126K 1.58% 15
2026
Q1 		$6.07M Sell
143,490
-19,350
-12% -$826K 1.72% 10
2025
Q4 		$6.98M Buy
162,840
+17,696
+12% +$759K 1.88% 11
2025
Q3 		$6.28M Buy
+145,144
New +$6.25M 1.69% 13

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BridgePort Financial Solutions's SHYG Position: Q2 2026 in Review

BridgePort Financial Solutions increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.1% in Q2 2026, buying an estimated $126K and bringing the position to 146,455 shares worth $6.21M. The position accounts for 1.58% of the portfolio, ranked #15.

BridgePort Financial Solutions first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.98M in Q4 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • BridgePort Financial Solutions held 146,455 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.21M as of Q2 2026.
  • BridgePort Financial Solutions bought 2,965 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $126K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.58% of BridgePort Financial Solutions's portfolio in Q2 2026, its #15 holding.
  • BridgePort Financial Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.98M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.