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

Darden Wealth Group’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	$831K	Buy	19,633 +300	+2%	+$12.8K	0.42%	51
2025 Q4	$829K	Sell	19,333 -1,180	-6%	-$50.6K	0.4%	53
2025 Q3	$888K	Sell	20,513 -307	-1%	-$13.2K	0.46%	49
2025 Q2	$898K	Buy	20,820 +2	+0%	+$85	0.54%	46
2025 Q1	$885K	Buy	20,818 +2	+0%	+$86	0.69%	41
2024 Q4	$887K	Buy	20,816 +2,385	+13%	+$103K	0.6%	42
2024 Q3	$800K	Buy	18,431 +3,626	+24%	+$155K	0.57%	44
2024 Q2	$625K	Buy	14,805 +4,150	+39%	+$175K	0.38%	49
2024 Q1	$453K	Buy	+10,655	New	+$451K	0.36%	65

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

Darden Wealth Group's SHYG Position: Q1 2026 in Review

Darden Wealth Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.6% in Q1 2026, buying an estimated $12.8K and bringing the position to 19,633 shares worth $831K. The position accounts for 0.42% of the portfolio, ranked #51.

Darden Wealth Group first reported a position in SHYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $898K in Q2 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Darden Wealth Group held 19,633 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $831K as of Q1 2026.
Darden Wealth Group bought 300 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $12.8K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.42% of Darden Wealth Group's portfolio in Q1 2026, its #51 holding.
Darden Wealth Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Darden Wealth Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $898K in Q2 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.