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

Corient 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	$856K	Sell	20,194 -28	-0.1%	-$1.19K	﹤0.01%	1907
2026 Q1	$843K	Buy	20,222 +370	+2%	+$15.8K	﹤0.01%	1750
2025 Q4	$851K	Buy	19,852 +874	+5%	+$37.5K	﹤0.01%	1589
2025 Q3	$822K	Buy	18,978 +107	+0.6%	+$4.61K	﹤0.01%	1525
2025 Q2	$814K	Sell	18,871 -11,478	-38%	-$486K	﹤0.01%	1461
2025 Q1	$1.29M	Buy	30,349 +961	+3%	+$41.2K	﹤0.01%	1171
2024 Q4	$1.25M	Sell	29,388 -122,403	-81%	-$5.26M	﹤0.01%	1215
2024 Q3	$6.59M	Buy	151,791 +14,444	+11%	+$617K	0.01%	677
2024 Q2	$5.8M	Sell	137,347 -1,397	-1%	-$58.8K	0.01%	669
2024 Q1	$5.9M	Buy	138,744 +484	+0.4%	+$20.5K	0.01%	669
2023 Q4	$5.84M	Buy	138,260 +133,035	+2,546%	+$5.49M	0.01%	660
2023 Q3	$214K	Hold	5,225	–	–	﹤0.01%	1887
2023 Q2	$217K	Sell	5,225 -61	-1%	-$2.51K	﹤0.01%	1838
2023 Q1	$220K	Buy	+5,286	New	+$219K	﹤0.01%	1755

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

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

Corient Private Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.14% in Q2 2026, selling an estimated $1.19K and leaving 20,194 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Corient Private Wealth first reported a position in SHYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.59M in Q3 2024. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Corient Private Wealth held 20,194 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $856K as of Q2 2026.
Corient Private Wealth sold 28 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.19K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1907 holding.
Corient Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.59M in Q3 2024.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.