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

IHT 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	$540K	Sell	12,729 -14,187	-53%	-$602K	0.01%	804
2026 Q1	$1.14M	Sell	26,916 -390	-1%	-$16.6K	0.03%	525
2025 Q4	$1.17M	Sell	27,306 -15,594	-36%	-$669K	0.03%	498
2025 Q3	$1.86M	Sell	42,900 -37	-0.1%	-$1.59K	0.05%	353
2025 Q2	$1.85M	Sell	42,937 -1,828	-4%	-$77.3K	0.05%	333
2025 Q1	$1.9M	Sell	44,765 -3,122	-7%	-$134K	0.06%	301
2024 Q4	$2.04M	Sell	47,887 -55,241	-54%	-$2.37M	0.07%	274
2024 Q3	$4.46M	Buy	103,128 +48,820	+90%	+$2.09M	0.13%	162
2024 Q2	$2.29M	Sell	54,308 -14,685	-21%	-$618K	0.09%	236
2024 Q1	$2.94M	Sell	68,993 -2,020	-3%	-$85.5K	0.12%	176
2023 Q4	$3M	Buy	+71,013	New	+$2.93M	0.13%	156
2023 Q3	–	Sell	-10,976	Closed	-$455K	–	1021
2023 Q2	$455K	Buy	10,976 +271	+3%	+$11.2K	0.02%	578
2023 Q1	$446K	Sell	10,705 -2,219	-17%	-$91.9K	0.03%	543
2022 Q4	$528K	Buy	12,924 +7,139	+123%	+$292K	0.03%	479
2022 Q3	$231K	Buy	+5,785	New	+$239K	0.02%	723
2021 Q1	–	Sell	-6,491	Closed	-$295K	–	868
2020 Q4	$295K	Buy	6,491 +1,194	+23%	+$53.3K	0.02%	570
2020 Q3	$233K	Buy	+5,297	New	+$233K	0.02%	566
2018 Q2	–	Sell	-39	Closed	-$2K	–	1183
2018 Q1	$2K	Hold	39	–	–	﹤0.01%	1523
2017 Q4	$2K	Buy	+39	New	+$1.84K	﹤0.01%	1513
2017 Q1	–	Sell	-11	Closed	-$1K	–	1315
2016 Q4	$1K	Buy	+11	New	+$517	﹤0.01%	1152

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

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

IHT Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 53% in Q2 2026, selling an estimated $602K and leaving 12,729 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #804.

IHT Wealth Management first reported a position in SHYG in Q4 2016 and has held it in 20 quarters since. The position peaked at $4.46M in Q3 2024. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

IHT Wealth Management held 12,729 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $540K as of Q2 2026.
IHT Wealth Management sold 14,187 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $602K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #804 holding.
IHT Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and has held it in 20 quarters since.
IHT Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.46M in Q3 2024.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.