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

Future Financial 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	$3.06M	Sell	72,749 -1,468	-2%	-$62.3K	1.91%	14
2026 Q1	$3.16M	Sell	74,217 -1,834	-2%	-$78.3K	2.04%	11
2025 Q4	$3.27M	Buy	76,051 +5,672	+8%	+$243K	2.2%	12
2025 Q3	$3.05M	Buy	70,379 +8,650	+14%	+$372K	1.92%	12
2025 Q2	$2.66M	Sell	61,729 -5,195	-8%	-$220K	1.81%	12
2025 Q1	$2.85M	Buy	66,924 +3,824	+6%	+$164K	2.09%	10
2024 Q4	$2.69M	Buy	63,100 +1,598	+3%	+$68.7K	1.97%	11
2024 Q3	$2.67M	Buy	+61,502	New	+$2.63M	1.91%	12

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

Future Financial Wealth Management's SHYG Position: Q2 2026 in Review

Future Financial Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2% in Q2 2026, selling an estimated $62.3K and leaving 72,749 shares worth $3.06M. The position accounts for 1.91% of the portfolio, ranked #14.

Future Financial Wealth Management first reported a position in SHYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.27M in Q4 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Future Financial Wealth Management held 72,749 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.06M as of Q2 2026.
Future Financial Wealth Management sold 1,468 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $62.3K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 1.91% of Future Financial Wealth Management's portfolio in Q2 2026, its #14 holding.
Future Financial Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Future Financial Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.27M in Q4 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.