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

Golden State 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	$77.9K	Buy	1,836 +997	+119%	+$42.3K	0.01%	628
2026 Q1	$35.5K	Buy	839 +240	+40%	+$10.2K	﹤0.01%	773
2025 Q4	$25.7K	Buy	599 +13	+2%	+$558	﹤0.01%	868
2025 Q3	$25.4K	Buy	586 +61	+12%	+$2.63K	﹤0.01%	856
2025 Q2	$22.7K	Buy	525 +10	+2%	+$423	﹤0.01%	855
2025 Q1	$21.9K	Sell	515 -1	-0.2%	-$43	﹤0.01%	781
2024 Q4	$22K	Buy	+516	New	+$22.2K	﹤0.01%	747
2021 Q1	–	Sell	-5,929	Closed	-$269K	–	233
2020 Q4	$269K	Buy	5,929 +2,089	+54%	+$93.3K	0.08%	195
2020 Q3	$169K	Sell	3,840 -1,686	-31%	-$74.1K	0.06%	209
2020 Q2	$237K	Buy	5,526 +4,222	+324%	+$178K	0.06%	211
2020 Q1	$53K	Buy	+1,304	New	+$58.4K	0.02%	353
2019 Q4	–	Sell	-810	Closed	-$38K	–	770
2019 Q3	$38K	Buy	810 +325	+67%	+$15.1K	0.01%	486
2019 Q2	$22K	Hold	485	–	–	0.01%	605
2019 Q1	$23K	Buy	+485	New	+$22.4K	0.01%	593

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 Wealth Management's SHYG Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 119% in Q2 2026, buying an estimated $42.3K and bringing the position to 1,836 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #628.

Golden State Wealth Management first reported a position in SHYG in Q1 2019 and has held it in 14 quarters since. The position peaked at $269K in Q4 2020. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Golden State Wealth Management held 1,836 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $77.9K as of Q2 2026.
Golden State Wealth Management bought 997 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $42.3K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #628 holding.
Golden State Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 14 quarters since.
Golden State Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $269K in Q4 2020.
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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.