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 Q1	$1.05M	Buy	+24,925	New	+$1.06M	0.07%	155

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Wealth Solutions's SHYG Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026: 24,925 shares worth $1.05M. The stake represents 0.07% of the portfolio and ranks #155 among its holdings.

553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Evergreen Wealth Solutions held 24,925 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.05M as of Q1 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Evergreen Wealth Solutions position in Q1 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #155 holding.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.