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

HB 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 Q1	–	Sell	-12,940	Closed	-$555K	–	1591
2025 Q4	$555K	Buy	+12,940	New	+$555K	﹤0.01%	864
2025 Q3	–	Sell	-11,626	Closed	-$502K	–	1367
2025 Q2	$502K	Buy	+11,626	New	+$492K	﹤0.01%	742
2022 Q3	–	Sell	-23,359	Closed	-$947K	–	614
2022 Q2	$947K	Buy	+23,359	New	+$988K	0.02%	254

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

HB Wealth Management's SHYG Position: Q1 2026 in Review

HB Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 12,940 shares — an estimated $555K sold.

HB Wealth Management first reported a position in SHYG in Q2 2022 and held it in 3 quarters. The position peaked at $947K in Q2 2022. 558 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

HB Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
HB Wealth Management sold 12,940 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $555K.
HB Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 3 quarters.
HB Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $947K in Q2 2022.
558 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.