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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 		$3.23M Sell
76,211
-419
-0.5% -$17.8K 0.87% 19
2026
Q1 		$3.24M Buy
76,630
+5,815
+8% +$248K 0.96% 18
2025
Q4 		$3.04M Sell
70,815
-8,930
-11% -$383K 0.9% 19
2025
Q3 		$3.45M Sell
79,745
-50,300
-39% -$2.17M 1.09% 16
2025
Q2 		$5.61M Buy
130,045
+14,942
+13% +$632K 1.88% 10
2025
Q1 		$4.89M Buy
115,103
+16,325
+17% +$700K 1.82% 10
2024
Q4 		$4.21M Buy
98,778
+15,113
+18% +$650K 1.68% 9
2024
Q3 		$3.63M Sell
83,665
-158
-0.2% -$6.75K 1.86% 8
2024
Q2 		$3.54M Buy
83,823
+8,176
+11% +$344K 2.03% 8
2024
Q1 		$3.22M Buy
75,647
+30,181
+66% +$1.28M 2.12% 9
2023
Q4 		$1.92M Buy
45,466
+8,176
+22% +$337K 1.21% 17
2023
Q3 		$1.53M Buy
37,290
+7,968
+27% +$329K 1.1% 19
2023
Q2 		$1.42M Sell
29,322
-67
-0.2% -$2.76K 1.05% 18
2023
Q1 		$1.22M Buy
29,389
+10,676
+57% +$442K 0.96% 18
2022
Q4 		$765K Buy
+18,713
New +$766K 0.66% 23

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SHYG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.55% in Q2 2026, selling an estimated $17.8K and leaving 76,211 shares worth $3.23M. The position accounts for 0.87% of the portfolio, ranked #19.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.61M in Q2 2025. 354 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 76,211 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.23M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 419 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $17.8K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.87% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #19 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.61M in Q2 2025.
  • 354 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.