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

Financial Management Network’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	$561K	Sell	13,184 -1,604	-11%	-$68.5K	0.09%	118
2025 Q4	$634K	Buy	14,788 +160	+1%	+$6.87K	0.1%	109
2025 Q3	$630K	Buy	14,628 +1,636	+13%	+$70.4K	0.1%	108
2025 Q2	$558K	Sell	12,992 -4,338	-25%	-$184K	0.1%	111
2025 Q1	$709K	Sell	17,330 -1,381	-7%	-$59.3K	0.16%	87
2024 Q4	$800K	Buy	18,711 +1,331	+8%	+$57.2K	0.17%	84
2024 Q3	$748K	Buy	17,380 +225	+1%	+$9.62K	0.16%	89
2024 Q2	$725K	Buy	17,155 +919	+6%	+$38.7K	0.17%	83
2024 Q1	$684K	Buy	16,236 +1,462	+10%	+$61.9K	0.17%	83
2023 Q4	$621K	Buy	14,774 +263	+2%	+$10.8K	0.18%	79
2023 Q3	$587K	Sell	14,511 -195	-1%	-$8.05K	0.19%	78
2023 Q2	$606K	Buy	14,706 +331	+2%	+$13.6K	0.21%	77
2023 Q1	$594K	Buy	14,375 +3,607	+33%	+$149K	0.24%	67
2022 Q4	$444K	Buy	+10,768	New	+$441K	0.2%	90

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

Financial Management Network's SHYG Position: Q1 2026 in Review

Financial Management Network reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 11% in Q1 2026, selling an estimated $68.5K and leaving 13,184 shares worth $561K. The position accounts for 0.09% of the portfolio, ranked #118.

Financial Management Network first reported a position in SHYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $800K in Q4 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Financial Management Network held 13,184 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $561K as of Q1 2026.
Financial Management Network sold 1,604 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $68.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Financial Management Network's portfolio in Q1 2026, its #118 holding.
Financial Management Network first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Financial Management Network's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $800K in Q4 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.