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

Elevation Wealth Partners’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	$74.8K	Buy	+1,814	New	+$76.3K	0.02%	264
2024 Q1	–	Sell	-642	Closed	-$26.3K	–	501
2023 Q4	$26.3K	Hold	642	–	–	0.02%	262
2023 Q3	$26.3K	Sell	642 -732	-53%	-$30.2K	0.02%	195
2023 Q2	$57K	Sell	1,374 -1,325	-49%	-$54.6K	0.05%	139
2023 Q1	$112K	Buy	+2,699	New	+$112K	0.1%	91

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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

Elevation Wealth Partners's SHYG Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026: 1,814 shares worth $74.8K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in SHYG as recently as Q4 2023.

Elevation Wealth Partners first reported a position in SHYG in Q1 2023 and has held it in 5 quarters since. The position peaked at $112K in Q1 2023. 320 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Elevation Wealth Partners held 1,814 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $74.8K as of Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Elevation Wealth Partners position in Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #264 holding.
Elevation Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 5 quarters since.
Elevation Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $112K in Q1 2023.
320 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.