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WELLINGTON-ALTUS USA INC.’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		– Sell
-18,100
Closed -$768K – 700
2026
Q1 		$768K Buy
+18,100
New +$773K 0.45% 49

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Empower Advisory Group
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JSTA
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BlackRock
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s SHYG Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 18,100 shares — an estimated $768K sold.

WELLINGTON-ALTUS USA INC. first reported a position in SHYG in Q1 2026 and held it in 1 quarter. The position peaked at $768K in Q1 2026. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 18,100 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $768K.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $768K in Q1 2026.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.