Focus Partners Wealth
SHYG icon

Focus Partners Wealth’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Focus Partners Wealth’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 		$1.21M Sell
28,626
-121,083
-81% -$5.17M ﹤0.01% 1538
2025
Q4 		$6.42M Buy
149,709
+119,046
+388% +$5.11M 0.01% 863
2025
Q3 		$1.33M Buy
30,663
+15,329
+100% +$660K ﹤0.01% 1170
2025
Q2 		$662K Buy
15,334
+1,212
+9% +$51.3K ﹤0.01% 1305
2025
Q1 		$600K Sell
14,122
-1,279
-8% -$54.9K ﹤0.01% 1263
2024
Q4 		$656K Sell
15,401
-152,193
-91% -$6.54M ﹤0.01% 1211
2024
Q3 		$43.5M Buy
167,594
+161,454
+2,630% +$6.9M 0.14% 160
2024
Q2 		$259K Hold
6,140
– – ﹤0.01% 1107
2024
Q1 		$261K Buy
6,140
+1,140
+23% +$48.3K ﹤0.01% 876
2023
Q4 		$211K Buy
+5,000
New +$206K ﹤0.01% 749

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth's SHYG Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 81% in Q1 2026, selling an estimated $5.17M and leaving 28,626 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Focus Partners Wealth first reported a position in SHYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.5M in Q3 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Focus Partners Wealth held 28,626 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.21M as of Q1 2026.
  • Focus Partners Wealth sold 121,083 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $5.17M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1538 holding.
  • Focus Partners Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $43.5M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.