Clune & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Clune & Associates’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	$1.56M	Sell	37,744 -274	-0.7%	-$11.5K	0.24%	66
2026 Q2	$1.61M	Sell	38,018 -37,424	-50%	-$1.59M	0.24%	65
2026 Q1	$3.19M	Sell	75,442 -33,621	-31%	-$1.44M	0.6%	44
2025 Q4	$4.68M	Buy	109,063 +7,441	+7%	+$319K	1.01%	30
2025 Q3	$4.4M	Sell	101,622 -862	-0.8%	-$37.1K	1.1%	27
2025 Q2	$4.42M	Buy	102,484 +5,483	+6%	+$232K	1.21%	24
2025 Q1	$4.12M	Buy	97,001 +2,888	+3%	+$124K	1.27%	21
2024 Q4	$4.01M	Buy	+94,113	New	+$4.05M	1.33%	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

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

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Clune & Associates's SHYG Position: Q3 2026 in Review

Clune & Associates reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.72% in Q3 2026, selling an estimated $11.5K and leaving 37,744 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #66.

Clune & Associates first reported a position in SHYG in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.68M in Q4 2025. 146 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Clune & Associates held 37,744 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.56M as of Q3 2026.
Clune & Associates sold 274 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $11.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.24% of Clune & Associates's portfolio in Q3 2026, its #66 holding.
Clune & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.68M in Q4 2025.
146 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.