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

Bright Futures 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	$288K	Buy	6,783 +458	+7%	+$19.4K	0.19%	143
2026 Q1	$268K	Buy	6,325 +57	+0.9%	+$2.43K	0.18%	130
2025 Q4	$269K	Buy	6,268 +305	+5%	+$13.1K	0.2%	119
2025 Q3	$258K	Buy	+5,963	New	+$257K	0.2%	117
2025 Q1	$250K	Sell	6,001 -32	-0.5%	-$1.37K	0.27%	94
2024 Q4	$261K	Sell	6,033 -1,796	-23%	-$77.2K	0.23%	100
2024 Q3	$337K	Buy	7,829 +30	+0.4%	+$1.28K	0.16%	152
2024 Q2	$330K	Sell	7,799 -751	-9%	-$31.6K	0.18%	145
2024 Q1	$361K	Buy	+8,550	New	+$362K	0.2%	133

Other funds holding SHYG

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 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) 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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Bright Futures Wealth Management's SHYG Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.2% in Q2 2026, buying an estimated $19.4K and bringing the position to 6,783 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #143.

Bright Futures Wealth Management first reported a position in SHYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $361K in Q1 2024. 250 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Bright Futures Wealth Management held 6,783 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $288K as of Q2 2026.
Bright Futures Wealth Management bought 458 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.19% of Bright Futures Wealth Management's portfolio in Q2 2026, its #143 holding.
Bright Futures Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $361K in Q1 2024.
250 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.