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

GeoWealth 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	$1.88M	Buy	44,418 +5,032	+13%	+$213K	0.06%	184
2026 Q1	$1.67M	Sell	39,386 -128,509	-77%	-$5.49M	0.06%	186
2025 Q4	$7.2M	Buy	167,895 +33,884	+25%	+$1.45M	0.27%	49
2025 Q3	$5.8M	Buy	134,011 +88,622	+195%	+$3.82M	0.21%	63
2025 Q2	$1.96M	Buy	45,389 +10,820	+31%	+$458K	0.08%	157
2025 Q1	$1.47M	Buy	34,569 +31,168	+916%	+$1.34M	0.06%	201
2024 Q4	$145K	Sell	3,401 -154,371	-98%	-$6.63M	﹤0.01%	868
2024 Q3	$6.85M	Sell	157,772 -25,867	-14%	-$1.11M	0.24%	74
2024 Q2	$7.75M	Buy	183,639 +51,698	+39%	+$2.18M	0.34%	44
2024 Q1	$5.61M	Buy	131,941 +25,588	+24%	+$1.08M	0.22%	84
2023 Q4	$4.49M	Buy	106,353 +70,818	+199%	+$2.92M	0.37%	69
2023 Q3	$1.46M	Sell	35,535 -32,878	-48%	-$1.36M	0.17%	113
2023 Q2	$2.83M	Sell	68,413 -3,117	-4%	-$128K	0.31%	68
2023 Q1	$2.98M	Sell	71,530 -4,593	-6%	-$190K	0.35%	56
2022 Q4	$3.11M	Sell	76,123 -6,947	-8%	-$284K	0.33%	64
2022 Q3	$3.32M	Sell	83,070 -60,735	-42%	-$2.51M	0.36%	60
2022 Q2	$5.83M	Buy	143,805 +36,099	+34%	+$1.53M	0.78%	31
2022 Q1	$4.74M	Buy	107,706 +85,884	+394%	+$3.8M	0.42%	62
2021 Q4	$989K	Buy	21,822 +9,620	+79%	+$436K	0.08%	151
2021 Q3	$557K	Buy	12,202 +2,527	+26%	+$116K	0.05%	203
2021 Q2	$446K	Buy	9,675 +783	+9%	+$35.9K	0.06%	158
2021 Q1	$408K	Buy	8,892 +3,251	+58%	+$148K	0.06%	133
2020 Q4	$246K	Buy	5,641 +748	+15%	+$33.4K	0.04%	182
2020 Q3	$211K	Sell	4,893 -338	-6%	-$14.9K	0.06%	143
2020 Q2	$224K	Buy	+5,231	New	+$221K	0.09%	143

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

GeoWealth Management's SHYG Position: Q2 2026 in Review

GeoWealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 13% in Q2 2026, buying an estimated $213K and bringing the position to 44,418 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #184.

GeoWealth Management first reported a position in SHYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.75M in Q2 2024. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

GeoWealth Management held 44,418 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.88M as of Q2 2026.
GeoWealth Management bought 5,032 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $213K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #184 holding.
GeoWealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
GeoWealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.75M in Q2 2024.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.