Friedenthal Financial
SHYG icon

Friedenthal Financial’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Friedenthal Financial’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 		$5.5M Buy
133,222
+16,368
+14% +$688K 2.38% 8
2026
Q2 		$4.96M Buy
116,854
+8,207
+8% +$348K 2.29% 8
2026
Q1 		$4.6M Buy
108,647
+5,215
+5% +$223K 2.3% 10
2025
Q4 		$4.43M Sell
103,432
-85,766
-45% -$3.68M 2.28% 9
2025
Q3 		$8.19M Buy
189,198
+103,135
+120% +$4.44M 4.23% 2
2025
Q2 		$3.71M Buy
86,063
+5,106
+6% +$216K 2.04% 15
2025
Q1 		$3.44M Buy
80,957
+10,935
+16% +$469K 2.06% 15
2024
Q4 		$2.98M Buy
70,022
+1,915
+3% +$82.3K 1.74% 15
2024
Q3 		$2.96M Sell
68,107
-1,222
-2% -$52.2K 1.73% 15
2024
Q2 		$2.93M Buy
69,329
+6,569
+10% +$277K 1.82% 15
2024
Q1 		$2.67M Sell
62,760
-94,968
-60% -$4.02M 1.64% 15
2023
Q4 		$6.66M Buy
157,728
+97,179
+160% +$4.01M 4.34% 3
2023
Q3 		$2.48M Sell
60,549
-1,571
-3% -$64.9K 1.68% 15
2023
Q2 		$2.57M Buy
62,120
+1,326
+2% +$54.6K 1.72% 16
2023
Q1 		$2.53M Sell
60,794
-100,550
-62% -$4.16M 1.78% 13
2022
Q4 		$6.6M Buy
161,344
+104,382
+183% +$4.27M 4.59% 3
2022
Q3 		$2.28M Sell
56,962
-1,085
-2% -$44.9K 1.58% 22
2022
Q2 		$2.35M Buy
+58,047
New +$2.46M 1.55% 20

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Arch Capital Group
Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Friedenthal Financial's SHYG Position: Q3 2026 in Review

Friedenthal Financial increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 14% in Q3 2026, buying an estimated $688K and bringing the position to 133,222 shares worth $5.5M. The position accounts for 2.38% of the portfolio, ranked #8.

Friedenthal Financial first reported a position in SHYG in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.19M in Q3 2025. 320 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Friedenthal Financial held 133,222 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.5M as of Q3 2026.
  • Friedenthal Financial bought 16,368 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $688K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 2.38% of Friedenthal Financial's portfolio in Q3 2026, its #8 holding.
  • Friedenthal Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Friedenthal Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.19M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.