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

GK 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 Q2	$689K	Buy	+16,240	New	+$689K	0.36%	68
2026 Q1	–	Sell	-15,494	Closed	-$664K	–	170
2025 Q4	$664K	Buy	15,494 +4,318	+39%	+$185K	0.44%	59
2025 Q3	$484K	Buy	11,176 +1,385	+14%	+$59.6K	0.35%	72
2025 Q2	$422K	Buy	9,791 +882	+10%	+$37.3K	0.38%	68
2025 Q1	$379K	Sell	8,909 -406	-4%	-$17.4K	0.43%	63
2024 Q4	$397K	Buy	+9,315	New	+$400K	0.5%	52

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

GK Wealth Management's SHYG Position: Q2 2026 in Review

GK Wealth Management opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 16,240 shares worth $689K. The stake represents 0.36% of the portfolio and ranks #68 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SHYG as recently as Q4 2025.

GK Wealth Management first reported a position in SHYG in Q4 2024 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

GK Wealth Management held 16,240 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $689K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new GK Wealth Management position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.36% of GK Wealth Management's portfolio in Q2 2026, its #68 holding.
GK Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.