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

Motley Fool 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 		– Sell
-180,444
Closed -$7.63M – 93
2026
Q1 		$7.63M Sell
180,444
-58,841
-25% -$2.51M 0.86% 36
2025
Q4 		$10.3M Sell
239,285
-33,621
-12% -$1.44M 0.8% 38
2025
Q3 		$11.8M Sell
272,906
-305,327
-53% -$13.1M 0.8% 38
2025
Q2 		$24.9M Sell
578,233
-61,819
-10% -$2.62M 1.51% 18
2025
Q1 		$27.2M Buy
640,052
+290,455
+83% +$12.5M 1.61% 16
2024
Q4 		$14.9M Sell
349,597
-337,016
-49% -$14.5M 0.77% 39
2024
Q3 		$29.8M Buy
686,613
+340,749
+99% +$14.6M 1.5% 16
2024
Q2 		$14.6M Buy
345,864
+6,025
+2% +$254K 0.74% 46
2024
Q1 		$14.5M Sell
339,839
-103,577
-23% -$4.38M 0.75% 42
2023
Q4 		$18.7M Buy
443,416
+14,004
+3% +$578K 0.98% 30
2023
Q3 		$17.6M Buy
429,412
+15,893
+4% +$656K 1.02% 31
2023
Q2 		$17.1M Buy
413,519
+12,213
+3% +$503K 1.01% 30
2023
Q1 		$16.7M Buy
401,306
+228,146
+132% +$9.45M 1.04% 32
2022
Q4 		$7.08M Sell
173,160
-8,419
-5% -$344K 0.49% 68
2022
Q3 		$7.25M Sell
181,579
-7,413
-4% -$306K 0.47% 69
2022
Q2 		$7.66M Sell
188,992
-11,333
-6% -$479K 0.48% 72
2022
Q1 		$8.81M Sell
200,325
-206,065
-51% -$9.13M 0.42% 70
2021
Q4 		$18.4M Sell
406,390
-270
-0.1% -$12.2K 0.8% 41
2021
Q3 		$18.6M Buy
406,660
+19,441
+5% +$889K 0.81% 40
2021
Q2 		$17.8M Sell
387,219
-127,211
-25% -$5.83M 0.75% 44
2021
Q1 		$23.6M Buy
514,430
+15,787
+3% +$719K 1.06% 29
2020
Q4 		$22.7M Buy
+498,643
New +$22.3M 1.01% 31

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

Motley Fool Wealth Management's SHYG Position: Q2 2026 in Review

Motley Fool Wealth Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 180,444 shares — an estimated $7.63M sold.

Motley Fool Wealth Management first reported a position in SHYG in Q4 2020 and held it in 22 quarters. The position peaked at $29.8M in Q3 2024. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Motley Fool Wealth Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Motley Fool Wealth Management sold 180,444 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.63M.
  • Motley Fool Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and held it in 22 quarters.
  • Motley Fool Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $29.8M in Q3 2024.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Motley Fool Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.