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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's SHYG Position: Q1 2026 in Review

IHT Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.4% in Q1 2026, selling an estimated $16.6K and leaving 26,916 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #525.

IHT Wealth Management first reported a position in SHYG in Q4 2016 and has held it in 19 quarters since. The position peaked at $4.46M in Q3 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • IHT Wealth Management held 26,916 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.14M as of Q1 2026.
  • IHT Wealth Management sold 390 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $16.6K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #525 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 19 quarters since.
  • IHT Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.46M in Q3 2024.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.