Comprehensive Money Management Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Comprehensive Money Management Services’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	$378K	Sell	8,910 -2,080	-19%	-$88.2K	0.24%	129
2026 Q1	$465K	Buy	10,990 +1,000	+10%	+$42.7K	0.31%	109
2025 Q4	$428K	Buy	9,990 +1,000	+11%	+$42.9K	0.3%	113
2025 Q3	$389K	Hold	8,990	–	–	0.28%	116
2025 Q2	$388K	Buy	8,990 +100	+1%	+$4.23K	0.29%	108
2025 Q1	$378K	Hold	8,890	–	–	0.31%	110
2024 Q4	$379K	Buy	+8,890	New	+$382K	0.31%	107

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

Comprehensive Money Management Services's SHYG Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 19% in Q2 2026, selling an estimated $88.2K and leaving 8,910 shares worth $378K. The position accounts for 0.24% of the portfolio, ranked #129.

Comprehensive Money Management Services first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $465K in Q1 2026. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Comprehensive Money Management Services held 8,910 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $378K as of Q2 2026.
Comprehensive Money Management Services sold 2,080 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $88.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.24% of Comprehensive Money Management Services's portfolio in Q2 2026, its #129 holding.
Comprehensive Money Management Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $465K in Q1 2026.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.