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

Merited 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
Q2 		– Sell
-9,433
Closed -$399K – 78
2026
Q1 		$399K Buy
9,433
+585
+7% +$25K 0.33% 60
2025
Q4 		$379K Buy
+8,848
New +$380K 0.35% 55

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

Merited Wealth's SHYG Position: Q2 2026 in Review

Merited Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 9,433 shares — an estimated $399K sold.

Merited Wealth first reported a position in SHYG in Q4 2025 and held it in 2 quarters. The position peaked at $399K in Q1 2026. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Merited Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merited Wealth sold 9,433 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $399K.
  • Merited Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Merited Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $399K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.