Drucker Wealth 3.0’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Drucker Wealth 3.0’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	$3.54M	Buy	83,420 +6,616	+9%	+$281K	0.56%	39
2026 Q1	$3.25M	Sell	76,804 -1,244	-2%	-$53.1K	0.57%	43
2025 Q4	$3.35M	Buy	78,048 +2,471	+3%	+$106K	0.59%	41
2025 Q3	$3.27M	Buy	75,577 +49,929	+195%	+$2.15M	0.58%	41
2025 Q2	$1.1M	Buy	+25,648	New	+$1.09M	0.21%	90

Other funds holding SHYG

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return