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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management's SHYG Position: Q1 2026 in Review

GeoWealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 77% in Q1 2026, selling an estimated $5.49M and leaving 39,386 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #186.

GeoWealth Management first reported a position in SHYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.75M in Q2 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • GeoWealth Management held 39,386 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.67M as of Q1 2026.
  • GeoWealth Management sold 128,509 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $5.49M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #186 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 24 quarters since.
  • GeoWealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.75M in Q2 2024.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.