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

FWL Investment 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	$117K	Sell	2,759 -89	-3%	-$3.78K	0.02%	139
2026 Q1	$120K	Buy	2,848 +244	+9%	+$10.4K	0.03%	128
2025 Q4	$112K	Buy	2,604 +340	+15%	+$14.6K	0.03%	114
2025 Q3	$98K	Buy	2,264 +108	+5%	+$4.65K	0.03%	114
2025 Q2	$93K	Buy	2,156 +2,001	+1,291%	+$84.7K	0.03%	122
2025 Q1	$6.59K	Buy	155 +20	+15%	+$858	﹤0.01%	242
2024 Q4	$5.75K	Sell	135 -5	-4%	-$215	﹤0.01%	262
2024 Q3	$6.08K	Hold	140	–	–	﹤0.01%	252
2024 Q2	$5.91K	Buy	140 +5	+4%	+$211	﹤0.01%	205
2024 Q1	$5.74K	Hold	135	–	–	﹤0.01%	187
2023 Q4	$5.7K	Sell	135 -10	-7%	-$412	﹤0.01%	186
2023 Q3	$5.95K	Buy	+145	New	+$5.99K	﹤0.01%	157
2023 Q1	–	Sell	-332	Closed	-$13.6K	–	172
2022 Q4	$13.6K	Buy	+332	New	+$13.6K	0.01%	130

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

FWL Investment Management's SHYG Position: Q2 2026 in Review

FWL Investment Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.1% in Q2 2026, selling an estimated $3.78K and leaving 2,759 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #139.

FWL Investment Management first reported a position in SHYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $120K in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

FWL Investment Management held 2,759 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $117K as of Q2 2026.
FWL Investment Management sold 89 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.78K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #139 holding.
FWL Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
FWL Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $120K in Q1 2026.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.