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

Creative Financial Designs’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	$618K	Buy	14,596 +2,362	+19%	+$101K	0.04%	302
2025 Q4	$524K	Buy	12,234 +2,111	+21%	+$90.6K	0.03%	319
2025 Q3	$438K	Sell	10,123 -3,594	-26%	-$155K	0.03%	348
2025 Q2	$592K	Sell	13,717 -4,657	-25%	-$197K	0.04%	296
2025 Q1	$781K	Sell	18,374 -374	-2%	-$16K	0.06%	224
2024 Q4	$799K	Sell	18,748 -2,014	-10%	-$86.6K	0.06%	219
2024 Q3	$901K	Sell	20,762 -61,519	-75%	-$2.63M	0.08%	207
2024 Q2	$3.47M	Buy	82,281 +5,167	+7%	+$218K	0.31%	71
2024 Q1	$3.28M	Buy	77,114 +7,823	+11%	+$331K	0.31%	73
2023 Q4	$2.93M	Sell	69,291 -13,555	-16%	-$559K	0.3%	72
2023 Q3	$3.4M	Buy	82,846 +4,961	+6%	+$205K	0.4%	56
2023 Q2	$3.23M	Sell	77,885 -6,425	-8%	-$265K	0.38%	60
2023 Q1	$3.51M	Buy	84,310 +19,408	+30%	+$804K	0.46%	51
2022 Q4	$2.65M	Buy	64,902 +673	+1%	+$27.5K	0.39%	61
2022 Q3	$2.56M	Buy	64,229 +24,381	+61%	+$1.01M	0.42%	50
2022 Q2	$1.62M	Buy	39,848 +776	+2%	+$32.8K	0.27%	82
2022 Q1	$1.72M	Sell	39,072 -4,046	-9%	-$179K	0.26%	82
2021 Q4	$1.95M	Buy	43,118 +1,725	+4%	+$78.2K	0.29%	77
2021 Q3	$1.89M	Buy	41,393 +3,085	+8%	+$141K	0.31%	71
2021 Q2	$1.76M	Buy	38,308 +11,072	+41%	+$507K	0.31%	72
2021 Q1	$1.25M	Sell	27,236 -5,958	-18%	-$271K	0.24%	81
2020 Q4	$1.51M	Buy	33,194 +6,923	+26%	+$309K	0.32%	66
2020 Q3	$1.16M	Buy	26,271 +13,485	+105%	+$593K	0.29%	70
2020 Q2	$548K	Buy	12,786 +9,555	+296%	+$404K	0.17%	105
2020 Q1	$132K	Buy	3,231 +1,230	+61%	+$55.1K	0.07%	154
2019 Q4	$93K	Sell	2,001 -46	-2%	-$2.13K	0.04%	198
2019 Q3	$94K	Buy	2,047 +2,037	+20,370%	+$94.6K	0.05%	187
2019 Q2	$0	Sell	10 -437	-98%	-$20.3K	﹤0.01%	596
2019 Q1	$21K	Sell	447 -37,860	-99%	-$1.75M	0.01%	302
2018 Q4	$1.71M	Buy	38,307 +1,564	+4%	+$71.7K	1.24%	20
2018 Q3	$1.73M	Buy	36,743 +5,024	+16%	+$235K	0.99%	27
2018 Q2	$1.48M	Buy	31,719 +4,454	+16%	+$208K	0.87%	29
2018 Q1	$1.28M	Buy	27,265 +10,180	+60%	+$478K	0.82%	34
2017 Q4	$805K	Buy	17,085 +5,284	+45%	+$250K	0.55%	46
2017 Q3	$564K	Buy	11,801 +7,446	+171%	+$355K	0.32%	73
2017 Q2	$208K	Buy	4,355 +2,856	+191%	+$136K	0.13%	130
2017 Q1	$72K	Buy	1,499 +1,320	+737%	+$62.9K	0.05%	200
2016 Q4	$8K	Buy	+179	New	+$8.41K	0.01%	424

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

Creative Financial Designs's SHYG Position: Q1 2026 in Review

Creative Financial Designs increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 19% in Q1 2026, buying an estimated $101K and bringing the position to 14,596 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #302.

Creative Financial Designs first reported a position in SHYG in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.51M in Q1 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Creative Financial Designs held 14,596 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $618K as of Q1 2026.
Creative Financial Designs bought 2,362 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $101K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Creative Financial Designs's portfolio in Q1 2026, its #302 holding.
Creative Financial Designs first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
Creative Financial Designs's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.51M in Q1 2023.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.