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 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 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

Holistic Planning's SHYG Position: Q1 2026 in Review

Holistic Planning reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8% in Q1 2026, selling an estimated $59.8K and leaving 16,095 shares worth $681K. The position accounts for 0.14% of the portfolio, ranked #144.

Holistic Planning first reported a position in SHYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $750K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Holistic Planning held 16,095 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $681K as of Q1 2026.
Holistic Planning sold 1,401 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $59.8K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.14% of Holistic Planning's portfolio in Q1 2026, its #144 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 6 quarters since.
Holistic Planning's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $750K in Q4 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.