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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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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. 184 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.
  • 184 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.