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

Holistic Planning’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 		$836K Buy
19,721
+3,626
+23% +$154K 0.13% 147
2026
Q1 		$681K Sell
16,095
-1,401
-8% -$59.8K 0.14% 144
2025
Q4 		$750K Buy
17,496
+3,928
+29% +$169K 0.16% 118
2025
Q3 		$587K Sell
13,568
-1,250
-8% -$53.8K 0.15% 112
2025
Q2 		$639K Buy
14,818
+359
+2% +$15.2K 0.18% 98
2025
Q1 		$615K Buy
14,459
+356
+3% +$15.3K 0.21% 86
2024
Q4 		$601K Buy
+14,103
New +$606K 0.22% 84

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holistic Planning's SHYG Position: Q2 2026 in Review

Holistic Planning increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 23% in Q2 2026, buying an estimated $154K and bringing the position to 19,721 shares worth $836K. The position accounts for 0.13% of the portfolio, ranked #147.

Holistic Planning first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Holistic Planning held 19,721 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $836K as of Q2 2026.
  • Holistic Planning bought 3,626 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of Holistic Planning's portfolio in Q2 2026, its #147 holding.
  • Holistic Planning first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.