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 Q2	$518K	Sell	12,207 -16,419	-57%	-$697K	﹤0.01%	1945
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 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Focus Partners Wealth's SHYG Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 57% in Q2 2026, selling an estimated $697K and leaving 12,207 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Focus Partners Wealth first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.5M in Q3 2024. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Focus Partners Wealth held 12,207 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $518K as of Q2 2026.
Focus Partners Wealth sold 16,419 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $697K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1945 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 11 quarters since.
Focus Partners Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $43.5M in Q3 2024.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.