Newbridge Financial Services Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Newbridge Financial Services Group’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	$40.9K	Buy	965 +17	+2%	+$721	0.01%	532
2026 Q1	$40.1K	Buy	948 +11	+1%	+$470	0.01%	478
2025 Q4	$40.2K	Sell	937 -9,612	-91%	-$412K	0.01%	479
2025 Q3	$457K	Buy	10,549 +5,127	+95%	+$221K	0.07%	199
2025 Q2	$234K	Buy	5,422 +4,538	+513%	+$192K	0.04%	265
2025 Q1	$37.6K	Buy	884 +11	+1%	+$472	0.01%	428
2024 Q4	$37.2K	Buy	873 +20	+2%	+$860	0.01%	473
2024 Q3	$37K	Buy	853 +15	+2%	+$641	0.01%	291
2024 Q2	$35.4K	Buy	838 +14	+2%	+$589	0.01%	453
2024 Q1	$35.1K	Buy	+824	New	+$34.9K	0.02%	480
2022 Q2	–	Sell	-74	Closed	-$3K	–	1507
2022 Q1	$3K	Buy	+74	New	+$3.28K	﹤0.01%	1238

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Newbridge Financial Services Group's SHYG Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.8% in Q2 2026, buying an estimated $721 and bringing the position to 965 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #532.

Newbridge Financial Services Group first reported a position in SHYG in Q1 2022 and has held it in 11 quarters since. The position peaked at $457K in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Newbridge Financial Services Group held 965 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $40.9K as of Q2 2026.
Newbridge Financial Services Group bought 17 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $721.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #532 holding.
Newbridge Financial Services Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
Newbridge Financial Services Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $457K in Q3 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.