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Gerber Kawasaki Wealth & Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Gerber Kawasaki Wealth & 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 		$8.34M Buy
196,542
+33,661
+21% +$1.43M 0.22% 66
2026
Q1 		$6.89M Buy
162,881
+15,236
+10% +$650K 0.22% 70
2025
Q4 		$6.33M Buy
147,645
+22,216
+18% +$953K 0.22% 73
2025
Q3 		$5.43M Buy
125,429
+20,142
+19% +$867K 0.19% 76
2025
Q2 		$4.54M Buy
105,287
+47,268
+81% +$2M 0.18% 84
2025
Q1 		$2.47M Buy
58,019
+32,829
+130% +$1.41M 0.11% 98
2024
Q4 		$1.07M Buy
25,190
+3,098
+14% +$133K 0.05% 137
2024
Q3 		$959K Buy
22,092
+1,370
+7% +$58.5K 0.04% 136
2024
Q2 		$875K Sell
20,722
-148
-0.7% -$6.23K 0.04% 137
2024
Q1 		$888K Buy
20,870
+3,051
+17% +$129K 0.05% 135
2023
Q4 		$752K Buy
17,819
+7,274
+69% +$300K 0.05% 144
2023
Q3 		$433K Buy
10,545
+2,093
+25% +$86.4K 0.03% 170
2023
Q2 		$350K Buy
8,452
+1,100
+15% +$45.3K 0.02% 185
2023
Q1 		$306K Buy
+7,352
New +$304K 0.02% 195
2021
Q4 		– Sell
-3
Closed -$3K – 955
2021
Q3 		$3K Buy
+3
New +$137 ﹤0.01% 854

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SHYG Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 21% in Q2 2026, buying an estimated $1.43M and bringing the position to 196,542 shares worth $8.34M. The position accounts for 0.22% of the portfolio, ranked #66.

Gerber Kawasaki Wealth & Investment Management first reported a position in SHYG in Q3 2021 and has held it in 15 quarters since. 412 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 196,542 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $8.34M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 33,661 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.43M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.22% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #66 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • 412 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.