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

Kingsview Wealth 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 		$1.32M Sell
31,069
-1,355
-4% -$57.5K 0.02% 665
2026
Q1 		$1.37M Buy
32,424
+1,815
+6% +$77.5K 0.02% 591
2025
Q4 		$1.31M Sell
30,609
-309
-1% -$13.3K 0.02% 568
2025
Q3 		$1.34M Sell
30,918
-10,183
-25% -$438K 0.02% 537
2025
Q2 		$1.77M Buy
41,101
+3,884
+10% +$164K 0.03% 455
2025
Q1 		$1.58M Buy
37,217
+397
+1% +$17K 0.03% 437
2024
Q4 		$1.57M Buy
36,820
+4,272
+13% +$184K 0.03% 448
2024
Q3 		$1.41M Sell
32,548
-243
-0.7% -$10.4K 0.03% 453
2024
Q2 		$1.38M Sell
32,791
-977
-3% -$41.1K 0.03% 430
2024
Q1 		$1.44M Buy
33,768
+984
+3% +$41.7K 0.04% 410
2023
Q4 		$1.38M Buy
32,784
+8,940
+37% +$369K 0.04% 370
2023
Q3 		$978K Buy
23,844
+314
+1% +$13K 0.04% 440
2023
Q2 		$975K Sell
23,530
-10,931
-32% -$450K 0.04% 418
2023
Q1 		$1.44M Sell
34,461
-3,991
-10% -$165K 0.06% 307
2022
Q4 		$1.57M Buy
38,452
+3,476
+10% +$142K 0.07% 266
2022
Q3 		$1.4M Sell
34,976
-739
-2% -$30.6K 0.07% 269
2022
Q2 		$1.45M Sell
35,715
-1,672
-4% -$70.7K 0.07% 278
2022
Q1 		$1.64M Buy
37,387
+29
+0.1% +$1.28K 0.07% 274
2021
Q4 		$1.69M Buy
37,358
+7,918
+27% +$359K 0.07% 274
2021
Q3 		$1.34M Buy
29,440
+998
+4% +$45.7K 0.06% 305
2021
Q2 		$1.31M Buy
28,442
+2,801
+11% +$128K 0.06% 313
2021
Q1 		$1.17M Sell
25,641
-29,722
-54% -$1.35M 0.07% 294
2020
Q4 		$2.52M Sell
55,363
-3,356
-6% -$150K 0.18% 129
2020
Q3 		$2.58M Sell
58,719
-286
-0.5% -$12.6K 0.23% 107
2020
Q2 		$2.53M Buy
59,005
+5,694
+11% +$241K 0.25% 97
2020
Q1 		$2.18M Sell
53,311
-828
-2% -$37.1K 0.29% 92
2019
Q4 		$2.51M Buy
54,139
+5,375
+11% +$248K 0.32% 89
2019
Q3 		$2.27M Buy
48,764
+6,346
+15% +$295K 0.36% 78
2019
Q2 		$1.98M Buy
42,418
+33,076
+354% +$1.54M 0.33% 80
2019
Q1 		$436K Buy
9,342
+4,716
+102% +$218K 0.07% 282
2018
Q4 		$206K Buy
+4,626
New +$212K 0.05% 335

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

Kingsview Wealth Management's SHYG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.2% in Q2 2026, selling an estimated $57.5K and leaving 31,069 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #665.

Kingsview Wealth Management first reported a position in SHYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.58M in Q3 2020. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Kingsview Wealth Management held 31,069 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.32M as of Q2 2026.
  • Kingsview Wealth Management sold 1,355 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $57.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #665 holding.
  • Kingsview Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Kingsview Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.58M in Q3 2020.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.