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

Dakota Wealth Management’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	$3.47M	Buy	+81,927	New	+$3.48M	0.07%	231
2024 Q1	–	Sell	-6,245	Closed	-$264K	–	777
2023 Q4	$264K	Buy	6,245 +405	+7%	+$16.7K	0.01%	545
2023 Q3	$240K	Hold	5,840	–	–	0.01%	545
2023 Q2	$242K	Hold	5,840	–	–	0.01%	538
2023 Q1	$243K	Hold	5,840	–	–	0.02%	521
2022 Q4	$239K	Sell	5,840 -3,550	-38%	-$145K	0.02%	500
2022 Q3	$375K	Sell	9,390 -225	-2%	-$9.3K	0.03%	389
2022 Q2	$390K	Sell	9,615 -725	-7%	-$30.7K	0.04%	323
2022 Q1	$455K	Hold	10,340	–	–	0.04%	299
2021 Q4	$468K	Hold	10,340	–	–	0.05%	242
2021 Q3	$473K	Buy	10,340 +3,590	+53%	+$164K	0.05%	235
2021 Q2	$311K	Hold	6,750	–	–	0.04%	276
2021 Q1	$309K	Hold	6,750	–	–	0.04%	251
2020 Q4	$307K	Sell	6,750 -191	-3%	-$8.53K	0.04%	257
2020 Q3	$305K	Sell	6,941 -21,592	-76%	-$949K	0.05%	228
2020 Q2	$1.22M	Sell	28,533 -770	-3%	-$32.5K	0.21%	110
2020 Q1	$1.2M	Buy	29,303 +5,065	+21%	+$227K	0.26%	92
2019 Q4	$1.13M	Buy	24,238 +5,448	+29%	+$252K	0.18%	112
2019 Q3	$874K	Buy	18,790 +2,073	+12%	+$96.2K	0.15%	143
2019 Q2	$781K	Buy	16,717 +11,084	+197%	+$516K	0.15%	134
2019 Q1	$263K	Buy	+5,633	New	+$260K	0.05%	247

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

Dakota Wealth Management's SHYG Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 81,927 shares worth $3.47M. The stake represents 0.07% of the portfolio and ranks #231 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in SHYG as recently as Q4 2023.

Dakota Wealth Management first reported a position in SHYG in Q1 2019 and has held it in 21 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Dakota Wealth Management held 81,927 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.47M as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Dakota Wealth Management position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #231 holding.
Dakota Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 21 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 Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.