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

Integrated Wealth Concepts’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 		$12.9M Buy
303,321
+87,784
+41% +$3.72M 0.06% 280
2026
Q1 		$9.12M Buy
215,537
+151,129
+235% +$6.45M 0.07% 265
2025
Q4 		$2.76M Sell
64,408
-120,761
-65% -$5.18M 0.03% 449
2025
Q3 		$8.02M Buy
185,169
+49,279
+36% +$2.12M 0.07% 266
2025
Q2 		$5.86M Sell
135,890
-91,301
-40% -$3.86M 0.06% 299
2025
Q1 		$9.66M Buy
227,191
+88,565
+64% +$3.8M 0.11% 174
2024
Q4 		$5.91M Buy
138,626
+15,050
+12% +$647K 0.07% 262
2024
Q3 		$5.37M Buy
123,576
+492
+0.4% +$21K 0.07% 272
2024
Q2 		$5.19M Sell
123,084
-38,989
-24% -$1.64M 0.07% 256
2024
Q1 		$6.9M Sell
162,073
-2,539
-2% -$107K 0.1% 224
2023
Q4 		$6.95M Sell
164,612
-1,926
-1% -$79.4K 0.11% 194
2023
Q3 		$6.83M Sell
166,538
-23,205
-12% -$958K 0.12% 187
2023
Q2 		$7.86M Sell
189,743
-310,978
-62% -$12.8M 0.13% 164
2023
Q1 		$20.9M Sell
500,721
-137,197
-22% -$5.68M 0.43% 47
2022
Q4 		$26.1M Buy
637,918
+111,167
+21% +$4.55M 0.71% 32
2022
Q3 		$21M Sell
526,751
-20,506
-4% -$848K 0.67% 34
2022
Q2 		$22.2M Sell
547,257
-8,619
-2% -$365K 0.69% 32
2022
Q1 		$24.4M Buy
555,876
+206,608
+59% +$9.15M 0.75% 30
2021
Q4 		$15.8M Buy
349,268
+341,813
+4,585% +$15.5M 0.47% 50
2021
Q3 		$341K Buy
7,455
+1,341
+22% +$61.4K 0.01% 691
2021
Q2 		$282K Sell
6,114
-1,163
-16% -$53.3K 0.01% 674
2021
Q1 		$333K Sell
7,277
-12,868
-64% -$586K 0.01% 561
2020
Q4 		$915K Buy
20,145
+3,069
+18% +$137K 0.04% 273
2020
Q3 		$751K Buy
17,076
+944
+6% +$41.5K 0.05% 264
2020
Q2 		$692K Buy
16,132
+985
+7% +$41.6K 0.05% 227
2020
Q1 		$619K Buy
15,147
+10,063
+198% +$451K 0.06% 196
2019
Q4 		$236K Sell
5,084
-343
-6% -$15.9K 0.02% 420
2019
Q3 		$252K Buy
+5,427
New +$252K 0.03% 349

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

Integrated Wealth Concepts's SHYG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 41% in Q2 2026, buying an estimated $3.72M and bringing the position to 303,321 shares worth $12.9M. The position accounts for 0.06% of the portfolio, ranked #280.

Integrated Wealth Concepts first reported a position in SHYG in Q3 2019 and has held it in 28 quarters since. The position peaked at $26.1M in Q4 2022. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Integrated Wealth Concepts held 303,321 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $12.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 87,784 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.72M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #280 holding.
  • Integrated Wealth Concepts first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $26.1M in Q4 2022.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.