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

Consultiva Wealth Management’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	$40.1K	Buy	945 +295	+45%	+$12.5K	0.09%	119
2026 Q1	$27.5K	Hold	650	–	–	0.08%	131
2025 Q4	$27.9K	Buy	650 +230	+55%	+$9.87K	0.08%	129
2025 Q3	$18.2K	Hold	420	–	–	0.05%	170
2025 Q2	$18.1K	Buy	420 +140	+50%	+$5.92K	0.06%	175
2025 Q1	$11.9K	Buy	+280	New	+$12K	0.04%	193

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

Consultiva Wealth Management's SHYG Position: Q2 2026 in Review

Consultiva Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 45% in Q2 2026, buying an estimated $12.5K and bringing the position to 945 shares worth $40.1K. The position accounts for 0.09% of the portfolio, ranked #119.

Consultiva Wealth Management first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Consultiva Wealth Management held 945 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $40.1K as of Q2 2026.
Consultiva Wealth Management bought 295 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Consultiva Wealth Management's portfolio in Q2 2026, its #119 holding.
Consultiva Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.