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

Buck Wealth Strategies’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	$182K	Sell	4,288 -1,096	-20%	-$46.5K	0.02%	216
2026 Q1	$228K	Buy	5,384 +58	+1%	+$2.48K	0.03%	160
2025 Q4	$228K	Sell	5,326 -696	-12%	-$29.9K	0.03%	157
2025 Q3	$261K	Sell	6,022 -315	-5%	-$13.6K	0.04%	149
2025 Q2	$273K	Buy	+6,337	New	+$268K	0.04%	134
2023 Q4	–	Sell	-431	Closed	-$17.7K	–	291
2023 Q3	$17.7K	Buy	+431	New	+$17.8K	0.01%	167

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buck Wealth Strategies's SHYG Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 20% in Q2 2026, selling an estimated $46.5K and leaving 4,288 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #216.

Buck Wealth Strategies first reported a position in SHYG in Q3 2023 and has held it in 6 quarters since. The position peaked at $273K in Q2 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Buck Wealth Strategies held 4,288 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $182K as of Q2 2026.
Buck Wealth Strategies sold 1,096 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $46.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #216 holding.
Buck Wealth Strategies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and has held it in 6 quarters since.
Buck Wealth Strategies's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $273K in Q2 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.