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

Diversified Enterprises’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 Q3	$3.47M	Buy	84,003 +26,795	+47%	+$1.13M	0.16%	67
2026 Q2	$2.43M	Buy	57,208 +9,536	+20%	+$405K	0.12%	86
2026 Q1	$2.02M	Buy	47,672 +548	+1%	+$23.4K	0.11%	91
2025 Q4	$2.02M	Buy	47,124 +38,387	+439%	+$1.65M	0.12%	79
2025 Q3	$378K	Sell	8,737 -44	-0.5%	-$1.89K	0.03%	201
2025 Q2	$379K	Buy	8,781 +489	+6%	+$20.7K	0.03%	194
2025 Q1	$353K	Sell	8,292 -145	-2%	-$6.22K	0.03%	201
2024 Q4	$360K	Sell	8,437 -91	-1%	-$3.91K	0.03%	160
2024 Q3	$370K	Buy	+8,528	New	+$364K	0.04%	153

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Diversified Enterprises's SHYG Position: Q3 2026 in Review

Diversified Enterprises increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 47% in Q3 2026, buying an estimated $1.13M and bringing the position to 84,003 shares worth $3.47M. The position accounts for 0.16% of the portfolio, ranked #67.

Diversified Enterprises first reported a position in SHYG in Q3 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Diversified Enterprises held 84,003 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.47M as of Q3 2026.
Diversified Enterprises bought 26,795 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $1.13M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.16% of Diversified Enterprises's portfolio in Q3 2026, its #67 holding.
Diversified Enterprises first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
231 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.