Guidance Point Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Guidance Point Advisors’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	$1.46M	Buy	34,554 +1,426	+4%	+$60.9K	0.35%	32
2025 Q4	$1.42M	Buy	33,128 +10,021	+43%	+$430K	0.33%	34
2025 Q3	$1M	Buy	23,107 +1,387	+6%	+$59.7K	0.24%	41
2025 Q2	$937K	Buy	21,720 +862	+4%	+$36.5K	0.24%	41
2025 Q1	$887K	Sell	20,858 -1,044	-5%	-$44.8K	0.25%	39
2024 Q4	$933K	Buy	21,902 +2,794	+15%	+$120K	0.26%	39
2024 Q3	$830K	Buy	19,108 +355	+2%	+$15.2K	0.24%	41
2024 Q2	$791K	Buy	18,753 +48	+0.3%	+$2.02K	0.25%	40
2024 Q1	$796K	Buy	18,705 +202	+1%	+$8.55K	0.26%	40
2023 Q4	$781K	Sell	18,503 -4,425	-19%	-$182K	0.29%	37
2023 Q3	$941K	Sell	22,928 -2,767	-11%	-$114K	0.38%	35
2023 Q2	$1.07M	Sell	25,695 -2,488	-9%	-$103K	0.41%	37
2023 Q1	$1.17M	Sell	28,183 -356	-1%	-$14.7K	0.47%	34
2022 Q4	$1.17M	Sell	28,539 -19,415	-40%	-$794K	0.49%	34
2022 Q3	$1.92M	Buy	47,954 +776	+2%	+$32.1K	0.87%	28
2022 Q2	$1.91M	Buy	47,178 +9,673	+26%	+$409K	0.83%	30
2022 Q1	$1.81M	Buy	37,505 +4,722	+14%	+$209K	0.69%	33
2021 Q4	$1.49M	Buy	32,783 +6,646	+25%	+$301K	0.54%	33
2021 Q3	$1.19M	Buy	26,137 +8,945	+52%	+$409K	0.44%	34
2021 Q2	$791K	Buy	17,192 +4,867	+39%	+$223K	0.31%	44
2021 Q1	$564K	Buy	12,325 +5,837	+90%	+$266K	0.23%	54
2020 Q4	$294K	Buy	+6,488	New	+$290K	0.14%	65

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidance Point Advisors's SHYG Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.3% in Q1 2026, buying an estimated $60.9K and bringing the position to 34,554 shares worth $1.46M. The position accounts for 0.35% of the portfolio, ranked #32.

Guidance Point Advisors first reported a position in SHYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.92M in Q3 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Guidance Point Advisors held 34,554 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.46M as of Q1 2026.
Guidance Point Advisors bought 1,426 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $60.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.35% of Guidance Point Advisors's portfolio in Q1 2026, its #32 holding.
Guidance Point Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Guidance Point Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.92M in Q3 2022.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.