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

Founders Grove Wealth Partners’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	$207K	Sell	4,900 -1,024	-17%	-$43.7K	0.05%	156
2025 Q4	$254K	Buy	+5,924	New	+$254K	0.06%	132

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Grove Wealth Partners's SHYG Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 17% in Q1 2026, selling an estimated $43.7K and leaving 4,900 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #156.

Founders Grove Wealth Partners first reported a position in SHYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $254K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Founders Grove Wealth Partners held 4,900 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $207K as of Q1 2026.
Founders Grove Wealth Partners sold 1,024 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $43.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #156 holding.
Founders Grove Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
Founders Grove Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $254K in Q4 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.