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

David Kennon’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	$472K	Sell	11,125 -1,747	-14%	-$74.1K	0.16%	38
2026 Q1	$545K	Sell	12,872 -76,616	-86%	-$3.27M	0.2%	33
2025 Q4	$3.84M	Buy	89,488 +955	+1%	+$41K	1.36%	19
2025 Q3	$3.83M	Sell	88,533 -3,148	-3%	-$136K	1.38%	18
2025 Q2	$3.96M	Sell	91,681 -26,009	-22%	-$1.1M	1.48%	18
2025 Q1	$5M	Sell	117,690 -96	-0.1%	-$4.12K	1.99%	17
2024 Q4	$5.02M	Buy	117,786 +3,443	+3%	+$148K	1.98%	16
2024 Q3	$4.96M	Buy	114,343 +2,248	+2%	+$96.1K	1.95%	17
2024 Q2	$4.73M	Buy	112,095 +1,828	+2%	+$77K	1.99%	17
2024 Q1	$4.69M	Buy	110,267 +538	+0.5%	+$22.8K	2.01%	17
2023 Q4	$4.63M	Sell	109,729 -89,287	-45%	-$3.68M	2.08%	16
2023 Q3	$8.17M	Buy	199,016 +731	+0.4%	+$30.2K	3.91%	9
2023 Q2	$8.22M	Sell	198,285 -1,304	-0.7%	-$53.7K	3.83%	8
2023 Q1	$8.32M	Buy	+199,589	New	+$8.26M	4.06%	8

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

David Kennon's SHYG Position: Q2 2026 in Review

David Kennon reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 14% in Q2 2026, selling an estimated $74.1K and leaving 11,125 shares worth $472K. The position accounts for 0.16% of the portfolio, ranked #38.

David Kennon first reported a position in SHYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.32M in Q1 2023. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

David Kennon held 11,125 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $472K as of Q2 2026.
David Kennon sold 1,747 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $74.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.16% of David Kennon's portfolio in Q2 2026, its #38 holding.
David Kennon first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
David Kennon's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.32M in Q1 2023.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.