Creative Planning’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.3M | Buy |
526,948
+3,490
| +0.7% | +$149K | 0.02% | 401 |
|
|
2025
Q4 | $22.4M | Sell |
523,458
-13,266
| -2% | -$569K | 0.02% | 346 |
|
|
2025
Q3 | $23.2M | Buy |
536,724
+2,518
| +0.5% | +$108K | 0.02% | 324 |
|
|
2025
Q2 | $23M | Sell |
534,206
-23,237
| -4% | -$983K | 0.02% | 310 |
|
|
2025
Q1 | $23.7M | Buy |
557,443
+22,119
| +4% | +$949K | 0.02% | 289 |
|
|
2024
Q4 | $22.8M | Sell |
535,324
-10,339
| -2% | -$444K | 0.02% | 268 |
|
|
2024
Q3 | $23.7M | Buy |
545,663
+38,250
| +8% | +$1.63M | 0.02% | 249 |
|
|
2024
Q2 | $21.4M | Buy |
507,413
+37,962
| +8% | +$1.6M | 0.02% | 251 |
|
|
2024
Q1 | $20M | Buy |
469,451
+111,409
| +31% | +$4.72M | 0.02% | 264 |
|
|
2023
Q4 | $15.1M | Buy |
358,042
+55,846
| +18% | +$2.3M | 0.03% | 300 |
|
|
2023
Q3 | $12.4M | Buy |
302,196
+23,629
| +8% | +$976K | 0.02% | 318 |
|
|
2023
Q2 | $11.5M | Buy |
278,567
+56,267
| +25% | +$2.32M | 0.02% | 321 |
|
|
2023
Q1 | $9.27M | Buy |
222,300
+1,159
| +0.5% | +$48K | 0.01% | 356 |
|
|
2022
Q4 | $9.04M | Buy |
221,141
+87,773
| +66% | +$3.59M | 0.01% | 349 |
|
|
2022
Q3 | $5.33M | Buy |
133,368
+1,839
| +1% | +$76K | 0.01% | 424 |
|
|
2022
Q2 | $5.33M | Buy |
131,529
+58,688
| +81% | +$2.48M | 0.01% | 438 |
|
|
2022
Q1 | $3.2M | Sell |
72,841
-23,679
| -25% | -$1.05M | 0.01% | 574 |
|
|
2021
Q4 | $4.37M | Sell |
96,520
-27,291
| -22% | -$1.24M | 0.01% | 450 |
|
|
2021
Q3 | $5.66M | Buy |
123,811
+76,120
| +160% | +$3.48M | 0.01% | 389 |
|
|
2021
Q2 | $2.2M | Buy |
47,691
+14,624
| +44% | +$670K | ﹤0.01% | 642 |
|
|
2021
Q1 | $1.51M | Sell |
33,067
-4,584
| -12% | -$209K | ﹤0.01% | 834 |
|
|
2020
Q4 | $1.71M | Buy |
37,651
+800
| +2% | +$35.7K | ﹤0.01% | 734 |
|
|
2020
Q3 | $1.62M | Buy |
36,851
+5,263
| +17% | +$231K | ﹤0.01% | 635 |
|
|
2020
Q2 | $1.35M | Sell |
31,588
-2,609
| -8% | -$110K | ﹤0.01% | 634 |
|
|
2020
Q1 | $1.4M | Sell |
34,197
-15,995
| -32% | -$717K | 0.01% | 537 |
|
|
2019
Q4 | $2.33M | Buy |
50,192
+13,983
| +39% | +$646K | 0.01% | 469 |
|
|
2019
Q3 | $1.68M | Buy |
36,209
+3,255
| +10% | +$151K | 0.01% | 549 |
|
|
2019
Q2 | $1.54M | Sell |
32,954
-15,687
| -32% | -$730K | 0.01% | 581 |
|
|
2019
Q1 | $2.27M | Buy |
48,641
+3,510
| +8% | +$162K | 0.01% | 425 |
|
|
2018
Q4 | $2.01M | Sell |
45,131
-644,048
| -93% | -$29.5M | 0.01% | 422 |
|
|
2018
Q3 | $32.4M | Sell |
689,179
-353,423
| -34% | -$16.5M | 0.12% | 72 |
|
|
2018
Q2 | $48.6M | Sell |
1,042,602
-1,339,399
| -56% | -$62.6M | 0.19% | 53 |
|
|
2018
Q1 | $111M | Sell |
2,382,001
-633,143
| -21% | -$29.7M | 0.45% | 30 |
|
|
2017
Q4 | $142M | Buy |
3,015,144
+680,251
| +29% | +$32.2M | 0.61% | 25 |
|
|
2017
Q3 | $112M | Buy |
2,334,893
+1,457,349
| +166% | +$69.5M | 0.52% | 28 |
|
|
2017
Q2 | $42M | Buy |
877,544
+874,282
| +26,802% | +$41.8M | 0.21% | 48 |
|
|
2017
Q1 | $156K | Buy |
3,262
+1,466
| +82% | +$69.8K | ﹤0.01% | 1649 |
|
|
2016
Q4 | $85K | Buy |
1,796
+475
| +36% | +$22.3K | ﹤0.01% | 1980 |
|
|
2016
Q3 | $62K | Sell |
1,321
-11
| -0.8% | -$515 | ﹤0.01% | 2188 |
|
|
2016
Q2 | $62K | Buy |
1,332
+1,050
| +372% | +$47.9K | ﹤0.01% | 1992 |
|
|
2016
Q1 | $13K | Buy |
282
+278
| +6,950% | +$12.3K | ﹤0.01% | 3060 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | +$183 | ﹤0.01% | 4558 |
|
Other funds holding SHYG
JSTA
NL
Creative Planning's SHYG Position: Q1 2026 in Review
Creative Planning increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.67% in Q1 2026, buying an estimated $149K and bringing the position to 526,948 shares worth $22.3M. The position accounts for 0.02% of the portfolio, ranked #401.
Creative Planning first reported a position in SHYG in Q4 2015 and has held it in 42 quarters since. The position peaked at $142M in Q4 2017. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.
- Creative Planning held 526,948 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $22.3M as of Q1 2026.
- Creative Planning bought 3,490 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $149K.
- iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #401 holding.
- Creative Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2015 and has held it in 42 quarters since.
- Creative Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $142M in Q4 2017.
- 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.