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

Evergreen Wealth 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	$1.03M	Sell	24,468 -457	-2%	-$19.4K	0.05%	205
2026 Q1	$1.05M	Buy	+24,925	New	+$1.06M	0.07%	155

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

Evergreen Wealth Solutions's SHYG Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.8% in Q2 2026, selling an estimated $19.4K and leaving 24,468 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #205.

Evergreen Wealth Solutions first reported a position in SHYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.05M in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Evergreen Wealth Solutions held 24,468 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.03M as of Q2 2026.
Evergreen Wealth Solutions sold 457 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #205 holding.
Evergreen Wealth Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Evergreen Wealth Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.05M in Q1 2026.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.