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Investments & Financial Planning LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Investments & Financial Planning LLC’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 		$3.03M Buy
71,535
+12,146
+20% +$518K 1.65% 11
2025
Q4 		$2.55M Buy
59,389
+6,705
+13% +$288K 1.37% 11
2025
Q3 		$2.28M Buy
52,684
+7,591
+17% +$327K 1.23% 12
2025
Q2 		$1.95M Buy
45,093
+2,404
+6% +$102K 1.12% 11
2025
Q1 		$1.82M Buy
42,689
+8,645
+25% +$371K 1.18% 11
2024
Q4 		$1.45M Buy
34,044
+11,265
+49% +$484K 0.89% 14
2024
Q3 		$989K Buy
22,779
+2,583
+13% +$110K 0.63% 15
2024
Q2 		$852K Buy
20,196
+1,437
+8% +$60.5K 0.57% 16
2024
Q1 		$798K Buy
18,759
+2,009
+12% +$85K 0.55% 16
2023
Q4 		$707K Buy
16,750
+459
+3% +$18.9K 0.53% 17
2023
Q3 		$668K Sell
16,291
-247
-1% -$10.2K 0.6% 21
2023
Q2 		$686K Sell
16,538
-965
-6% -$39.8K 0.59% 22
2023
Q1 		$730K Sell
17,503
-2,850
-14% -$118K 0.67% 22
2022
Q4 		$832K Buy
+20,353
New +$833K 0.82% 18
2022
Q2 		$1.16M Sell
28,479
-1,295
-4% -$54.8K 1.19% 13
2022
Q1 		$1.31M Sell
29,774
-2,731
-8% -$121K 1.14% 14
2021
Q4 		$1.43M Buy
+32,505
New +$1.47M 1.29% 13

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investments & Financial Planning LLC's SHYG Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 20% in Q1 2026, buying an estimated $518K and bringing the position to 71,535 shares worth $3.03M. The position accounts for 1.65% of the portfolio, ranked #11.

Investments & Financial Planning LLC first reported a position in SHYG in Q4 2021 and has held it in 17 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Investments & Financial Planning LLC held 71,535 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.03M as of Q1 2026.
  • Investments & Financial Planning LLC bought 12,146 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $518K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.65% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #11 holding.
  • Investments & Financial Planning LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.