Financial Gravity Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Financial Gravity Asset 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 Q1	$22.9M	Buy	541,783 +15,099	+3%	+$645K	4.08%	3
2025 Q4	$22.6M	Buy	526,684 +36,272	+7%	+$1.56M	4.35%	3
2025 Q3	$21.2M	Buy	+490,412	New	+$21.1M	4.2%	3
2025 Q1	$18.8M	Buy	+441,866	New	+$19M	4.1%	3
2024 Q2	$17.4M	Buy	414,103 +42,059	+11%	+$1.77M	4.33%	3
2024 Q1	$15.7M	Hold	372,044	–	–	4.42%	3
2023 Q4	$15.7M	Buy	+372,044	New	+$15.3M	4.41%	3
2021 Q3	$5.96M	Sell	130,423 -75,838	-37%	-$3.47M	2.81%	3
2021 Q2	$9.5M	Buy	+206,261	New	+$9.45M	3.4%	3
2020 Q4	$508K	Buy	+11,270	New	+$503K	0.47%	62
2019 Q4	$1.91M	Buy	41,116 +10,890	+36%	+$503K	1.32%	10
2019 Q3	$1.41M	Buy	30,226 +21,065	+230%	+$978K	1.21%	14
2019 Q2	$428K	Buy	9,161 +8,957	+4,391%	+$417K	0.35%	75
2019 Q1	$9K	Buy	+204	New	+$9.42K	0.01%	581

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's SHYG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.9% in Q1 2026, buying an estimated $645K and bringing the position to 541,783 shares worth $22.9M. The position accounts for 4.08% of the portfolio, ranked #3.

Financial Gravity Asset Management first reported a position in SHYG in Q1 2019 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Financial Gravity Asset Management held 541,783 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $22.9M as of Q1 2026.
Financial Gravity Asset Management bought 15,099 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $645K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 4.08% of Financial Gravity Asset Management's portfolio in Q1 2026, its #3 holding.
Financial Gravity Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 14 quarters since.
556 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.