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

LifeGoal Wealth Advisors’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	–	Sell	-12,750	Closed	-$438K	–	114
2025 Q4	$438K	Sell	12,750 -14,919	-54%	-$640K	0.29%	52
2025 Q3	$1.2M	Buy	27,669 +16,953	+158%	+$730K	1%	22
2025 Q2	$462K	Buy	+10,716	New	+$453K	0.44%	41

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

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

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

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

LifeGoal Wealth Advisors's SHYG Position: Q1 2026 in Review

LifeGoal Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 12,750 shares — an estimated $438K sold.

LifeGoal Wealth Advisors first reported a position in SHYG in Q2 2025 and held it in 3 quarters. The position peaked at $1.2M in Q3 2025. 556 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

LifeGoal Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
LifeGoal Wealth Advisors sold 12,750 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $438K.
LifeGoal Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
LifeGoal Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.2M in Q3 2025.
556 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.