Cerity Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cerity Partners’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	$7.34M	Sell	173,081 -2,493	-1%	-$106K	0.01%	911
2026 Q1	$7.43M	Sell	175,574 -3,546	-2%	-$151K	0.01%	839
2025 Q4	$7.68M	Buy	+179,120	New	+$7.69M	0.01%	756
2023 Q3	–	Sell	-10,373	Closed	-$430K	–	1668
2023 Q2	$430K	Buy	10,373 +194	+2%	+$7.99K	﹤0.01%	1250
2023 Q1	$424K	Sell	10,179 -178	-2%	-$7.37K	﹤0.01%	1368
2022 Q4	$424K	Buy	10,357 +5,269	+104%	+$216K	﹤0.01%	1008
2022 Q3	$203K	Buy	5,088 +58	+1%	+$2.4K	﹤0.01%	1052
2022 Q2	$204K	Hold	5,030	–	–	﹤0.01%	1072
2022 Q1	$221K	Buy	5,030 +127	+3%	+$5.62K	﹤0.01%	834
2021 Q4	$222K	Buy	+4,903	New	+$222K	﹤0.01%	898

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

Cerity Partners's SHYG Position: Q2 2026 in Review

Cerity Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.4% in Q2 2026, selling an estimated $106K and leaving 173,081 shares worth $7.34M. The position accounts for 0.01% of the portfolio, ranked #911.

Cerity Partners first reported a position in SHYG in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.68M in Q4 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Cerity Partners held 173,081 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.34M as of Q2 2026.
Cerity Partners sold 2,493 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $106K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #911 holding.
Cerity Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Cerity Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.68M in Q4 2025.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.