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

Howard 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 Q3	$538K	Buy	13,034 +1,174	+10%	+$49.4K	0.19%	89
2026 Q2	$503K	Buy	11,860 +358	+3%	+$15.2K	0.19%	91
2026 Q1	$487K	Buy	11,502 +1,335	+13%	+$57K	0.2%	90
2025 Q4	$436K	Buy	10,167 +1,779	+21%	+$76.3K	0.19%	88
2025 Q3	$363K	Buy	8,388 +1,338	+19%	+$57.6K	0.17%	92
2025 Q2	$304K	Buy	7,050 +1,580	+29%	+$66.8K	0.15%	95
2025 Q1	$233K	Buy	+5,470	New	+$235K	0.13%	108
2020 Q1	–	Sell	-4,090	Closed	-$189K	–	413
2019 Q4	$189K	Buy	+4,090	New	+$189K	0.16%	100

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Howard Wealth Management's SHYG Position: Q3 2026 in Review

Howard Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.9% in Q3 2026, buying an estimated $49.4K and bringing the position to 13,034 shares worth $538K. The position accounts for 0.19% of the portfolio, ranked #89.

Howard Wealth Management first reported a position in SHYG in Q4 2019 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Howard Wealth Management held 13,034 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $538K as of Q3 2026.
Howard Wealth Management bought 1,174 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $49.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.19% of Howard Wealth Management's portfolio in Q3 2026, its #89 holding.
Howard Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.