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

Cogent Private Wealth’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	$1.24M	Hold	29,299	–	–	0.78%	32
2026 Q1	$1.24M	Hold	29,299	–	–	0.9%	29
2025 Q4	$1.26M	Buy	+29,299	New	+$1.26M	0.96%	30

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

Cogent Private Wealth's SHYG Position: Q2 2026 in Review

Cogent Private Wealth held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 29,299 shares worth $1.24M. The position accounts for 0.78% of the portfolio, ranked #32.

Cogent Private Wealth first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Cogent Private Wealth held 29,299 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.24M as of Q2 2026.
Cogent Private Wealth left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.78% of Cogent Private Wealth's portfolio in Q2 2026, its #32 holding.
Cogent Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Cogent Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.26M in Q4 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.