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

Endowment 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	$2.97M	Buy	70,113 +1,519	+2%	+$64.4K	1.15%	22
2026 Q1	$2.9M	Buy	68,594 +12,805	+23%	+$547K	1.28%	24
2025 Q4	$2.39M	Buy	55,789 +1,357	+2%	+$58.2K	1.1%	24
2025 Q3	$2.36M	Buy	54,432 +12,617	+30%	+$543K	1.07%	25
2025 Q2	$1.8M	Buy	41,815 +4,695	+13%	+$199K	0.93%	27
2025 Q1	$1.58M	Buy	37,120 +3,431	+10%	+$147K	1.02%	30
2024 Q4	$1.44M	Buy	33,689 +4,593	+16%	+$197K	0.96%	28
2024 Q3	$1.26M	Sell	29,096 -9,781	-25%	-$418K	0.83%	35
2024 Q2	$1.64M	Buy	38,877 +3,450	+10%	+$145K	1.2%	23
2024 Q1	$1.51M	Buy	35,427 +1,585	+5%	+$67.1K	1.13%	25
2023 Q4	$1.43M	Buy	33,842 +3,020	+10%	+$125K	1.19%	25
2023 Q3	$1.26M	Buy	30,822 +5,866	+24%	+$242K	1.14%	23
2023 Q2	$1.03M	Buy	24,956 +1,854	+8%	+$76.4K	0.95%	26
2023 Q1	$963K	Buy	23,102 +6,059	+36%	+$251K	0.97%	26
2022 Q4	$697K	Buy	17,043 +3,685	+28%	+$151K	0.77%	28
2022 Q3	$534K	Buy	13,358 +1,377	+11%	+$56.9K	0.65%	38
2022 Q2	$486K	Buy	11,981 +3,870	+48%	+$164K	0.59%	46
2022 Q1	$357K	Buy	8,111 +1,989	+32%	+$88.1K	0.38%	67
2021 Q4	$277K	Buy	+6,122	New	+$277K	0.28%	72

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

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

Endowment Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.2% in Q2 2026, buying an estimated $64.4K and bringing the position to 70,113 shares worth $2.97M. The position accounts for 1.15% of the portfolio, ranked #22.

Endowment Wealth Management first reported a position in SHYG in Q4 2021 and has held it in 19 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Endowment Wealth Management held 70,113 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.97M as of Q2 2026.
Endowment Wealth Management bought 1,519 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $64.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.15% of Endowment Wealth Management's portfolio in Q2 2026, its #22 holding.
Endowment Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.