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

EPG 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	$92.2K	Sell	2,173 -173	-7%	-$7.34K	0.02%	206
2026 Q1	$99.3K	Hold	2,346	–	–	0.03%	207
2025 Q4	$101K	Hold	2,346	–	–	0.03%	206
2025 Q3	$102K	Hold	2,346	–	–	0.03%	204
2025 Q2	$101K	Buy	2,346 +173	+8%	+$7.32K	0.03%	203
2025 Q1	$92.4K	Sell	2,173 -72	-3%	-$3.09K	0.03%	257
2024 Q4	$95.7K	Hold	2,245	–	–	0.03%	262
2024 Q3	$97.5K	Buy	+2,245	New	+$95.9K	0.02%	266
2024 Q2	–	Sell	-2,322	Closed	-$97.8K	–	281
2024 Q1	$98.8K	Hold	2,322	–	–	0.02%	282
2023 Q4	$97.8K	Hold	2,322	–	–	0.03%	267
2023 Q3	$95.3K	Sell	2,322 -469	-17%	-$19.4K	0.03%	263
2023 Q2	$116K	Sell	2,791 -278	-9%	-$11.5K	0.03%	253
2023 Q1	$128K	Buy	+3,069	New	+$127K	0.04%	253
2022 Q2	–	Sell	-488	Closed	-$21K	–	368
2022 Q1	$21K	Hold	488	–	–	0.01%	330
2021 Q4	$22K	Hold	488	–	–	0.01%	337
2021 Q3	$22K	Buy	+488	New	+$22.3K	0.01%	311
2020 Q2	–	Sell	-488	Closed	-$20K	–	649
2020 Q1	$20K	Hold	488	–	–	0.01%	398
2019 Q4	$23K	Buy	+488	New	+$22.6K	0.02%	332

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

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

EPG Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.4% in Q2 2026, selling an estimated $7.34K and leaving 2,173 shares worth $92.2K. The position accounts for 0.02% of the portfolio, ranked #206.

EPG Wealth Management first reported a position in SHYG in Q4 2019 and has held it in 18 quarters since. The position peaked at $128K in Q1 2023. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

EPG Wealth Management held 2,173 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $92.2K as of Q2 2026.
EPG Wealth Management sold 173 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.34K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of EPG Wealth Management's portfolio in Q2 2026, its #206 holding.
EPG Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 18 quarters since.
EPG Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $128K in Q1 2023.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.