Envestnet Portfolio Solutions’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Envestnet Portfolio Solutions’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	$1.5M	Sell	35,437 -4,426	-11%	-$188K	0.01%	563
2026 Q1	$1.69M	Sell	39,863 -14,264	-26%	-$609K	0.01%	496
2025 Q4	$2.32M	Sell	54,127 -66,929	-55%	-$2.87M	0.01%	515
2025 Q3	$5.24M	Buy	121,056 +8,629	+8%	+$372K	0.02%	345
2025 Q2	$4.85M	Buy	112,427 +74,375	+195%	+$3.15M	0.02%	371
2025 Q1	$1.62M	Sell	38,052 -27,093	-42%	-$1.16M	0.01%	650
2024 Q4	$2.78M	Sell	65,145 -7,000	-10%	-$301K	0.01%	562
2024 Q3	$3.13M	Sell	72,145 -26,748	-27%	-$1.14M	0.01%	518
2024 Q2	$4.17M	Buy	98,893 +44,943	+83%	+$1.89M	0.01%	415
2024 Q1	$2.3M	Sell	53,950 -3,450	-6%	-$146K	0.01%	589
2023 Q4	$2.42M	Buy	57,400 +17,422	+44%	+$719K	0.01%	536
2023 Q3	$1.64M	Buy	+39,978	New	+$1.65M	0.01%	609

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

Envestnet Portfolio Solutions's SHYG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 11% in Q2 2026, selling an estimated $188K and leaving 35,437 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #563.

Envestnet Portfolio Solutions first reported a position in SHYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.24M in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Envestnet Portfolio Solutions held 35,437 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.5M as of Q2 2026.
Envestnet Portfolio Solutions sold 4,426 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $188K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #563 holding.
Envestnet Portfolio Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.24M in Q3 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.