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 Q3	$500K	Sell	12,167 -325	-3%	-$13.7K	0.07%	131
2026 Q2	$528K	Sell	12,492 -692	-5%	-$29.4K	0.08%	132
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%	+$9.6K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Financial Management Network's SHYG Position: Q3 2026 in Review

Financial Management Network reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.6% in Q3 2026, selling an estimated $13.7K and leaving 12,167 shares worth $500K. The position accounts for 0.07% of the portfolio, ranked #131.

Financial Management Network first reported a position in SHYG in Q4 2022 and has held it in 16 quarters since. The position peaked at $800K in Q4 2024. 162 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Financial Management Network held 12,167 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $500K as of Q3 2026.
Financial Management Network sold 325 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $13.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Financial Management Network's portfolio in Q3 2026, its #131 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 16 quarters since.
Financial Management Network's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $800K in Q4 2024.
162 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.