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

Gibbs 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 Q1	$21.9M	Buy	518,491 +236,880	+84%	+$10.1M	2.88%	4
2025 Q4	$12.1M	Sell	281,611 -17,604	-6%	-$755K	2.93%	4
2025 Q3	$13M	Buy	299,215 +8,824	+3%	+$380K	2.93%	4
2025 Q2	$12.5M	Buy	290,391 +22,490	+8%	+$951K	2.41%	6
2025 Q1	$11.4M	Buy	267,901 +21,394	+9%	+$918K	2.75%	6
2024 Q4	$10.5M	Buy	246,507 +35,282	+17%	+$1.52M	2.85%	5
2024 Q3	$9.17M	Buy	211,225 +32,489	+18%	+$1.39M	2.97%	5
2024 Q2	$7.54M	Buy	178,736 +1,942	+1%	+$81.8K	3.05%	3
2024 Q1	$7.52M	Buy	+176,794	New	+$7.48M	4.32%	4

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gibbs Wealth Management's SHYG Position: Q1 2026 in Review

Gibbs Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 84% in Q1 2026, buying an estimated $10.1M and bringing the position to 518,491 shares worth $21.9M. The position accounts for 2.88% of the portfolio, ranked #4.

Gibbs Wealth Management first reported a position in SHYG in Q1 2024 and has held it in 9 quarters since. 556 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Gibbs Wealth Management held 518,491 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $21.9M as of Q1 2026.
Gibbs Wealth Management bought 236,880 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $10.1M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 2.88% of Gibbs Wealth Management's portfolio in Q1 2026, its #4 holding.
Gibbs Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
556 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

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