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 Q1	$843K	Sell	20,222 -19,482	-49%	-$832K	﹤0.01%	1750
2025 Q4	$1.7M	Buy	39,704 +20,726	+109%	+$889K	﹤0.01%	1606
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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth's SHYG Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 49% in Q1 2026, selling an estimated $832K and leaving 20,222 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Corient Private Wealth first reported a position in SHYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.59M in Q3 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Corient Private Wealth held 20,222 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $843K as of Q1 2026.
Corient Private Wealth sold 19,482 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $832K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1750 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 13 quarters since.
Corient Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.59M in Q3 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.