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

CreativeOne 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 		$5.96M Buy
140,602
+35,767
+34% +$1.52M 0.13% 138
2026
Q1 		$4.44M Sell
104,835
-13,858
-12% -$592K 0.1% 185
2025
Q4 		$5.09M Sell
118,693
-6,374
-5% -$274K 0.12% 146
2025
Q3 		$5.42M Buy
125,067
+9,914
+9% +$427K 0.13% 140
2025
Q2 		$4.97M Buy
115,153
+8,916
+8% +$377K 0.13% 153
2025
Q1 		$4.52M Sell
106,237
-5,247
-5% -$225K 0.14% 152
2024
Q4 		$4.75M Sell
111,484
-13,846
-11% -$595K 0.15% 135
2024
Q3 		$5.44M Buy
125,330
+23,290
+23% +$995K 0.19% 111
2024
Q2 		$4.31M Sell
102,040
-31,418
-24% -$1.32M 0.22% 97
2024
Q1 		$5.68M Buy
133,458
+4,602
+4% +$195K 0.23% 91
2023
Q4 		$5.44M Buy
128,856
+59,811
+87% +$2.47M 0.35% 67
2023
Q3 		$2.83M Buy
69,045
+13,479
+24% +$557K 0.2% 101
2023
Q2 		$2.3M Buy
55,566
+47,485
+588% +$1.96M 0.11% 178
2023
Q1 		$337K Buy
8,081
+2,523
+45% +$104K 0.02% 591
2022
Q4 		$227K Sell
5,558
-503
-8% -$20.6K 0.01% 655
2022
Q3 		$242K Sell
6,061
-3,148
-34% -$130K 0.01% 619
2022
Q2 		$373K Sell
9,209
-106,391
-92% -$4.5M 0.02% 487
2022
Q1 		$5.08M Sell
115,600
-3,972
-3% -$176K 0.26% 67
2021
Q4 		$5.42M Sell
119,572
-4,162
-3% -$189K 0.27% 67
2021
Q3 		$5.66M Buy
123,734
+28,732
+30% +$1.31M 0.33% 62
2021
Q2 		$4.38M Buy
95,002
+85,641
+915% +$3.93M 0.27% 78
2021
Q1 		$429K Buy
+9,361
New +$426K 0.03% 363

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CreativeOne Wealth's SHYG Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 34% in Q2 2026, buying an estimated $1.52M and bringing the position to 140,602 shares worth $5.96M. The position accounts for 0.13% of the portfolio, ranked #138.

CreativeOne Wealth first reported a position in SHYG in Q1 2021 and has held it in 22 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • CreativeOne Wealth held 140,602 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.96M as of Q2 2026.
  • CreativeOne Wealth bought 35,767 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.52M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of CreativeOne Wealth's portfolio in Q2 2026, its #138 holding.
  • CreativeOne Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.