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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Wealth Partners's SHYG Position: Q1 2026 in Review

Insight Wealth Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 31% in Q1 2026, selling an estimated $98.2K and leaving 5,130 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #114.

Insight Wealth Partners first reported a position in SHYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $348K in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Insight Wealth Partners held 5,130 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $217K as of Q1 2026.
Insight Wealth Partners sold 2,301 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $98.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Insight Wealth Partners's portfolio in Q1 2026, its #114 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 5 quarters since.
Insight Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $348K in Q3 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.