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

Diversify 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	$2.09M	Sell	49,779 -8,962	-15%	-$380K	0.04%	398
2026 Q1	$2.5M	Buy	58,741 +30,817	+110%	+$1.32M	0.04%	315
2025 Q4	$1.2M	Sell	27,924 -262	-0.9%	-$11.2K	0.06%	285
2025 Q3	$1.2M	Sell	28,186 -7,895	-22%	-$340K	0.07%	252
2025 Q2	$1.55M	Sell	36,081 -3,326	-8%	-$141K	0.1%	207
2025 Q1	$1.68M	Sell	39,407 -3,272	-8%	-$140K	0.12%	184
2024 Q4	$1.82M	Buy	42,679 +124	+0.3%	+$5.33K	0.14%	167
2024 Q3	$1.83M	Buy	42,555 +9,775	+30%	+$418K	0.18%	143
2024 Q2	$1.38M	Buy	+32,780	New	+$1.38M	0.17%	132

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

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

Diversify Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q2 2026, selling an estimated $380K and leaving 49,779 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #398.

Diversify Wealth Management first reported a position in SHYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.5M in Q1 2026. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Diversify Wealth Management held 49,779 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.09M as of Q2 2026.
Diversify Wealth Management sold 8,962 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $380K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #398 holding.
Diversify Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.5M in Q1 2026.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.