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

Impact Partnership Wealth’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	$2.71M	Buy	63,836 +17,142	+37%	+$727K	0.26%	50
2026 Q1	$1.98M	Buy	46,694 +11,088	+31%	+$473K	0.24%	53
2025 Q4	$1.53M	Buy	35,606 +4,241	+14%	+$182K	0.2%	62
2025 Q3	$1.36M	Buy	31,365 +16,943	+117%	+$729K	0.2%	63
2025 Q2	$622K	Buy	+14,422	New	+$610K	0.11%	110
2023 Q3	–	Sell	-152	Closed	-$6.3K	–	1177
2023 Q2	$6.3K	Buy	+152	New	+$6.26K	﹤0.01%	472

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

Impact Partnership Wealth's SHYG Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 37% in Q2 2026, buying an estimated $727K and bringing the position to 63,836 shares worth $2.71M. The position accounts for 0.26% of the portfolio, ranked #50.

Impact Partnership Wealth first reported a position in SHYG in Q2 2023 and has held it in 6 quarters since. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Impact Partnership Wealth held 63,836 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.71M as of Q2 2026.
Impact Partnership Wealth bought 17,142 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $727K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.26% of Impact Partnership Wealth's portfolio in Q2 2026, its #50 holding.
Impact Partnership Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 6 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 Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.