HWM
SHYG icon

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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 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. 184 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.
  • 184 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.