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

Independent Wealth Network’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 		$888K Buy
20,942
+13,447
+179% +$571K 0.23% 117
2026
Q1 		$317K Buy
7,495
+1,810
+32% +$77.3K 0.09% 212
2025
Q4 		$244K Buy
+5,685
New +$244K 0.07% 232

Other funds holding SHYG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Independent Wealth Network's SHYG Position: Q2 2026 in Review

Independent Wealth Network increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 179% in Q2 2026, buying an estimated $571K and bringing the position to 20,942 shares worth $888K. The position accounts for 0.23% of the portfolio, ranked #117.

Independent Wealth Network first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Independent Wealth Network held 20,942 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $888K as of Q2 2026.
  • Independent Wealth Network bought 13,447 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $571K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.23% of Independent Wealth Network's portfolio in Q2 2026, its #117 holding.
  • Independent Wealth Network first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.