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 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Howard Wealth Management's SHYG Position: Q2 2026 in Review

Howard Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.1% in Q2 2026, buying an estimated $15.2K and bringing the position to 11,860 shares worth $503K. The position accounts for 0.19% of the portfolio, ranked #91.

Howard Wealth Management first reported a position in SHYG in Q4 2019 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Howard Wealth Management held 11,860 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $503K as of Q2 2026.
Howard Wealth Management bought 358 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.19% of Howard Wealth Management's portfolio in Q2 2026, its #91 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 7 quarters since.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.