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

Conquis Financial’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	$133K	Hold	3,129	–	–	0.11%	26
2026 Q1	$133K	Sell	3,129 -1,247	-28%	-$53.2K	0.11%	24
2025 Q4	$188K	Hold	4,376	–	–	0.16%	24
2025 Q3	$189K	Sell	4,376 -141	-3%	-$6.07K	0.18%	19
2025 Q2	$195K	Sell	4,517 -171	-4%	-$7.23K	0.19%	17
2025 Q1	$199K	Hold	4,688	–	–	0.21%	18
2024 Q4	$200K	Buy	+4,688	New	+$201K	0.2%	20

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

Conquis Financial's SHYG Position: Q2 2026 in Review

Conquis Financial held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 3,129 shares worth $133K. The position accounts for 0.11% of the portfolio, ranked #26.

Conquis Financial first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q4 2024. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Conquis Financial held 3,129 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $133K as of Q2 2026.
Conquis Financial 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 0.11% of Conquis Financial's portfolio in Q2 2026, its #26 holding.
Conquis Financial 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.
Conquis Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $200K in Q4 2024.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Conquis Financial's 13F filing for Q2 2026, filed 13 Aug 2026.