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

Insight Wealth Partners’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 		$202K Sell
4,764
-366
-7% -$15.5K 0.03% 131
2026
Q1 		$217K Sell
5,130
-2,301
-31% -$98.2K 0.03% 114
2025
Q4 		$319K Sell
7,431
-614
-8% -$26.4K 0.04% 89
2025
Q3 		$348K Buy
8,045
+1,994
+33% +$85.8K 0.11% 83
2025
Q2 		$261K Buy
6,051
+255
+4% +$10.8K 0.1% 93
2025
Q1 		$246K Buy
+5,796
New +$249K 0.04% 95

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Insight Wealth Partners's SHYG Position: Q2 2026 in Review

Insight Wealth Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.1% in Q2 2026, selling an estimated $15.5K and leaving 4,764 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #131.

Insight Wealth Partners first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $348K in Q3 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Insight Wealth Partners held 4,764 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $202K as of Q2 2026.
  • Insight Wealth Partners sold 366 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Insight Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Insight Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Insight Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $348K in Q3 2025.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.