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

Insight Wealth Strategies’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 		$386K Buy
+9,355
New +$393K 0.04% 138
2021
Q1 		– Sell
-5,391
Closed -$245K – 233
2020
Q4 		$245K Buy
+5,391
New +$241K 0.04% 195

Other funds holding SHYG

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
PAG
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

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

Insight Wealth Strategies opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026: 9,355 shares worth $386K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: Insight Wealth Strategies previously reported a position in SHYG as recently as Q4 2020.

Insight Wealth Strategies first reported a position in SHYG in Q4 2020 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Insight Wealth Strategies held 9,355 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $386K as of Q3 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Insight Wealth Strategies position in Q3 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #138 holding.
  • Insight Wealth Strategies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.