Forza Wealth Management
SHYG icon

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
Q3 		$205K Hold
4,975
– – 0.06% 190
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

AssetMark Inc
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Forza Wealth Management's SHYG Position: Q3 2026 in Review

Forza Wealth Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2026 at 4,975 shares worth $205K. 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 5 quarters since. The position peaked at $215K in Q3 2025. 492 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Forza Wealth Management held 4,975 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $205K as of Q3 2026.
  • Forza Wealth Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Forza Wealth Management's portfolio in Q3 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 5 quarters since.
  • Forza Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $215K in Q3 2025.
  • 492 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.