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

Diversified Portfolios Inc’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	$690K	Sell	16,300 -970	-6%	-$41.4K	0.06%	113
2025 Q4	$740K	Hold	17,270	–	–	0.06%	108
2025 Q3	$748K	Sell	17,270 -906	-5%	-$39K	0.07%	102
2025 Q2	$784K	Buy	18,176 +1,006	+6%	+$42.6K	0.07%	94
2025 Q1	$730K	Sell	17,170 -200	-1%	-$8.58K	0.08%	94
2024 Q4	$740K	Hold	17,370	–	–	0.08%	92
2024 Q3	$754K	Hold	17,370	–	–	0.08%	88
2024 Q2	$733K	Buy	17,370 +300	+2%	+$12.6K	0.1%	86
2024 Q1	$726K	Buy	17,070 +3,150	+23%	+$133K	0.1%	78
2023 Q4	$588K	Buy	13,920 +2,420	+21%	+$99.8K	0.09%	87
2023 Q3	$472K	Buy	11,500 +1,750	+18%	+$72.3K	0.09%	86
2023 Q2	$404K	Hold	9,750	–	–	0.08%	96
2023 Q1	$406K	Buy	+9,750	New	+$404K	0.09%	100

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 $58.2B AUM 22.78% 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 $5.29B AUM 8.96% 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 $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversified Portfolios Inc's SHYG Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.6% in Q1 2026, selling an estimated $41.4K and leaving 16,300 shares worth $690K. The position accounts for 0.06% of the portfolio, ranked #113.

Diversified Portfolios Inc first reported a position in SHYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $784K in Q2 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Diversified Portfolios Inc held 16,300 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $690K as of Q1 2026.
Diversified Portfolios Inc sold 970 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $41.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Diversified Portfolios Inc's portfolio in Q1 2026, its #113 holding.
Diversified Portfolios Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Diversified Portfolios Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $784K 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 Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.