GoalVest Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

GoalVest Advisory’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	–	Sell	-2,618	Closed	-$112K	–	536
2025 Q4	$112K	Hold	2,618	–	–	0.02%	178
2025 Q3	$113K	Hold	2,618	–	–	0.02%	161
2025 Q2	$113K	Buy	+2,618	New	+$111K	0.03%	161
2024 Q2	–	Sell	-129	Closed	-$5.49K	–	393
2024 Q1	$5.49K	Hold	129	–	–	﹤0.01%	341
2023 Q4	$5.45K	Sell	129 -348	-73%	-$14.4K	﹤0.01%	283
2023 Q3	$19.6K	Buy	477 +197	+70%	+$8.14K	0.01%	220
2023 Q2	$11.6K	Buy	+280	New	+$11.5K	0.01%	241

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

GoalVest Advisory's SHYG Position: Q1 2026 in Review

GoalVest Advisory sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 2,618 shares — an estimated $112K sold.

GoalVest Advisory first reported a position in SHYG in Q2 2023 and held it in 7 quarters. The position peaked at $113K in Q3 2025. 558 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

GoalVest Advisory reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 2,618 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $112K.
GoalVest Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
GoalVest Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $113K in Q3 2025.
558 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.