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Journey Retirement Planning & Investment Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Journey Retirement Planning & Investment Management’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 		$235K Sell
5,547
-581
-9% -$24.6K 0.18% 139
2026
Q1 		$259K Sell
6,128
-18,448
-75% -$787K 0.23% 114
2025
Q4 		$1.05M Buy
+24,576
New +$1.05M 0.22% 106

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LPL Financial
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
Bank of New York Mellon
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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SHYG Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.5% in Q2 2026, selling an estimated $24.6K and leaving 5,547 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #139.

Journey Retirement Planning & Investment Management first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 354 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,547 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $235K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 581 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.6K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.18% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #139 holding.
  • Journey Retirement Planning & Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.05M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.