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

Forza Wealth Management’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 		$211K Hold
4,975
– – 0.06% 190
2026
Q1 		$210K Hold
4,975
– – 0.07% 179
2025
Q4 		$213K Hold
4,975
– – 0.08% 181
2025
Q3 		$215K Buy
+4,975
New +$214K 0.08% 184

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forza Wealth Management's SHYG Position: Q2 2026 in Review

Forza Wealth Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 4,975 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #190.

Forza Wealth Management first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $215K in Q3 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Forza Wealth Management held 4,975 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $211K as of Q2 2026.
  • Forza Wealth Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Forza Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Forza Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Forza Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $215K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.