McCarley & Cook Financial Planners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$1.28K	Hold	31	–	–	﹤0.01%	246
2026 Q2	$1.32K	Sell	31 -34	-52%	-$1.44K	﹤0.01%	230
2026 Q1	$2.75K	Hold	65	–	–	﹤0.01%	215
2025 Q4	$2.79K	Buy	+65	New	+$2.79K	﹤0.01%	208

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

McCarley & Cook Financial Planners's SHYG Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2026 at 31 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

McCarley & Cook Financial Planners first reported a position in SHYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.79K in Q4 2025. 157 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

McCarley & Cook Financial Planners held 31 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.28K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #246 holding.
McCarley & Cook Financial Planners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.79K in Q4 2025.
157 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.