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

Journey Strategic Wealth’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	$453K	Sell	10,712 -18,547	-63%	-$792K	0.01%	376
2025 Q4	$1.25M	Buy	29,259 +10,029	+52%	+$430K	0.03%	144
2025 Q3	$833K	Buy	+19,230	New	+$828K	0.02%	199
2024 Q4	–	Sell	-39,258	Closed	-$1.7M	–	545
2024 Q3	$1.7M	Sell	39,258 -19,057	-33%	-$814K	0.06%	84
2024 Q2	$2.46M	Buy	58,315 +1,802	+3%	+$75.9K	0.1%	40
2024 Q1	$2.4M	Buy	56,513 +16,643	+42%	+$704K	0.11%	36
2023 Q4	$1.68M	Buy	+39,870	New	+$1.64M	0.08%	45

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Strategic Wealth's SHYG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 63% in Q1 2026, selling an estimated $792K and leaving 10,712 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #376.

Journey Strategic Wealth first reported a position in SHYG in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.46M in Q2 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Journey Strategic Wealth held 10,712 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $453K as of Q1 2026.
Journey Strategic Wealth sold 18,547 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $792K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #376 holding.
Journey Strategic Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Journey Strategic Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.46M in Q2 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.