Kestra Private Wealth Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kestra Private Wealth Services’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	$4.76M	Buy	112,342 +2,812	+3%	+$119K	0.05%	352
2026 Q1	$4.63M	Buy	109,530 +13,812	+14%	+$590K	0.06%	340
2025 Q4	$4.1M	Sell	95,718 -1,838	-2%	-$78.9K	0.05%	352
2025 Q3	$4.22M	Buy	97,556 +1,510	+2%	+$65K	0.06%	334
2025 Q2	$4.14M	Buy	96,046 +58,482	+156%	+$2.47M	0.06%	308
2025 Q1	$1.6M	Buy	37,564 +13,856	+58%	+$595K	0.03%	525
2024 Q4	$1.01M	Buy	23,708 +6,751	+40%	+$290K	0.02%	648
2024 Q3	$736K	Buy	+16,957	New	+$725K	0.01%	726
2023 Q3	–	Sell	-9,738	Closed	-$404K	–	1207
2023 Q2	$404K	Sell	9,738 -820	-8%	-$33.8K	0.01%	710
2023 Q1	$440K	Buy	+10,558	New	+$437K	0.02%	642
2022 Q4	–	Sell	-72,838	Closed	-$2.91M	–	973
2022 Q3	$2.91M	Buy	72,838 +36,542	+101%	+$1.51M	0.17%	144
2022 Q2	$1.47M	Buy	36,296 +877	+2%	+$37.1K	0.08%	275
2022 Q1	$1.56M	Buy	35,419 +2,838	+9%	+$126K	0.08%	270
2021 Q4	$1.48M	Buy	32,581 +18,902	+138%	+$857K	0.07%	297
2021 Q3	$625K	Buy	+13,679	New	+$626K	0.03%	481

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Private Wealth Services's SHYG Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.6% in Q2 2026, buying an estimated $119K and bringing the position to 112,342 shares worth $4.76M. The position accounts for 0.05% of the portfolio, ranked #352.

Kestra Private Wealth Services first reported a position in SHYG in Q3 2021 and has held it in 15 quarters since. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Kestra Private Wealth Services held 112,342 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.76M as of Q2 2026.
Kestra Private Wealth Services bought 2,812 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $119K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #352 holding.
Kestra Private Wealth Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and has held it in 15 quarters since.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.