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

Nvest Wealth Strategies’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 		$934 Hold
22
– – ﹤0.01% 221
2026
Q1 		$931 Buy
+22
New +$939 ﹤0.01% 229

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nvest Wealth Strategies's SHYG Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 22 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Nvest Wealth Strategies first reported a position in SHYG in Q1 2026 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Nvest Wealth Strategies held 22 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $934 as of Q2 2026.
  • Nvest Wealth Strategies left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #221 holding.
  • Nvest Wealth Strategies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.