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

Copia 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	$459K	Sell	10,832 -51	-0.5%	-$2.16K	0.28%	71
2026 Q1	$460K	Buy	10,883 +466	+4%	+$19.9K	0.32%	62
2025 Q4	$447K	Sell	10,417 -255	-2%	-$10.9K	0.32%	64
2025 Q3	$462K	Buy	10,672 +4,099	+62%	+$176K	0.34%	60
2025 Q2	$284K	Buy	6,573 +1,682	+34%	+$71.2K	0.24%	78
2025 Q1	$208K	Buy	+4,891	New	+$210K	0.19%	84

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

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

Copia Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.47% in Q2 2026, selling an estimated $2.16K and leaving 10,832 shares worth $459K. The position accounts for 0.28% of the portfolio, ranked #71.

Copia Wealth Management first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $462K in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Copia Wealth Management held 10,832 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $459K as of Q2 2026.
Copia Wealth Management sold 51 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.16K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.28% of Copia Wealth Management's portfolio in Q2 2026, its #71 holding.
Copia 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.
Copia Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $462K in Q3 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.