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

Independent Solutions 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	$6.53M	Buy	154,051 +4,457	+3%	+$189K	0.85%	27
2026 Q1	$6.33M	Buy	149,594 +60,544	+68%	+$2.58M	0.93%	29
2025 Q4	$3.82M	Buy	89,050 +13,858	+18%	+$595K	0.7%	39
2025 Q3	$3.26M	Buy	75,192 +13,258	+21%	+$571K	0.58%	54
2025 Q2	$2.67M	Buy	61,934 +5,653	+10%	+$239K	0.52%	62
2025 Q1	$2.39M	Buy	56,281 +4,553	+9%	+$195K	0.54%	59
2024 Q4	$2.2M	Buy	51,728 +38,673	+296%	+$1.66M	0.48%	63
2024 Q3	$567K	Buy	13,055 +7,645	+141%	+$327K	0.13%	112
2024 Q2	$228K	Buy	+5,410	New	+$228K	0.05%	158

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

Independent Solutions Wealth Management's SHYG Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3% in Q2 2026, buying an estimated $189K and bringing the position to 154,051 shares worth $6.53M. The position accounts for 0.85% of the portfolio, ranked #27.

Independent Solutions Wealth Management first reported a position in SHYG in Q2 2024 and has held it in 9 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Independent Solutions Wealth Management held 154,051 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.53M as of Q2 2026.
Independent Solutions Wealth Management bought 4,457 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $189K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.85% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #27 holding.
Independent Solutions Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.