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Legacy Wealth Management (Idaho)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,204
Closed -$50.9K – 816
2026
Q1 		$50.9K Buy
1,204
+789
+190% +$33.7K 0.03% 260
2025
Q4 		$17.8K Buy
+415
New +$17.8K 0.01% 343

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

Legacy Wealth Management (Idaho)'s SHYG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 1,204 shares — an estimated $50.9K sold.

Legacy Wealth Management (Idaho) first reported a position in SHYG in Q4 2025 and held it in 2 quarters. The position peaked at $50.9K in Q1 2026. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,204 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $50.9K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $50.9K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.