IPW
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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
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 – 1179
2023
Q2 		$6.3K Buy
+152
New +$6.26K ﹤0.01% 472

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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