Client First Capital’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Client First Capital’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 Q3	$3.5M	Buy	+84,876	New	+$3.57M	1.39%	18

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Client First Capital's SHYG Position: Q3 2026 in Review

Client First Capital opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026: 84,876 shares worth $3.5M. The stake represents 1.39% of the portfolio and ranks #18 among its holdings.

270 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Client First Capital held 84,876 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.5M as of Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Client First Capital position in Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.39% of Client First Capital's portfolio in Q3 2026, its #18 holding.
270 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.