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 Q3	–	Sell	-4,764	Closed	-$202K	–	147
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

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 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

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

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Insight Wealth Partners's SHYG Position: Q3 2026 in Review

Insight Wealth Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026, closing a stake of 4,764 shares — an estimated $202K sold.

Insight Wealth Partners first reported a position in SHYG in Q1 2025 and held it in 6 quarters. The position peaked at $348K in Q3 2025. 377 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Insight Wealth Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Insight Wealth Partners sold 4,764 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $202K.
Insight Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 6 quarters.
Insight Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $348K in Q3 2025.
377 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.