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 Q3	$2.85M	Buy	69,096 +5,260	+8%	+$221K	0.25%	54
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Impact Partnership Wealth's SHYG Position: Q3 2026 in Review

Impact Partnership Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8.2% in Q3 2026, buying an estimated $221K and bringing the position to 69,096 shares worth $2.85M. The position accounts for 0.25% of the portfolio, ranked #54.

Impact Partnership Wealth first reported a position in SHYG in Q2 2023 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Impact Partnership Wealth held 69,096 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.85M as of Q3 2026.
Impact Partnership Wealth bought 5,260 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $221K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.25% of Impact Partnership Wealth's portfolio in Q3 2026, its #54 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 7 quarters since.
492 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.