Golden State Equity Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Golden State Equity Partners’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	–	Sell	-1,000	Closed	-$42.3K	–	1516
2026 Q1	$42.3K	Buy	+1,000	New	+$42.7K	﹤0.01%	922
2022 Q1	$1.13M	Buy	25,685 +17,854	+228%	+$791K	0.57%	52
2021 Q4	$355K	Buy	+7,831	New	+$355K	0.18%	111

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

Golden State Equity Partners's SHYG Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 1,000 shares — an estimated $42.3K sold.

Golden State Equity Partners first reported a position in SHYG in Q4 2021 and held it in 3 quarters. The position peaked at $1.13M in Q1 2022. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Golden State Equity Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,000 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $42.3K.
Golden State Equity Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Golden State Equity Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.13M in Q1 2022.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.