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SHYG icon

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

NWAM LLC’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
Q1 		$568K Buy
13,422
+1
+0% +$43 0.03% 382
2025
Q4 		$579K Buy
13,421
+1
+0% +$43 0.03% 370
2025
Q3 		$578K Buy
13,420
+2
+0% +$86 0.03% 383
2025
Q2 		$578K Buy
13,418
+804
+6% +$34K 0.03% 365
2025
Q1 		$536K Buy
12,614
+3,462
+38% +$149K 0.05% 302
2024
Q4 		$390K Sell
9,152
-44,267
-83% -$1.9M 0.02% 431
2024
Q3 		$2.32M Buy
+53,419
New +$2.28M 0.14% 152
2024
Q2 		– Sell
-26,674
Closed -$1.13M – 459
2024
Q1 		$1.13M Buy
26,674
+7,180
+37% +$304K 0.09% 201
2023
Q4 		$823K Buy
19,494
+3,301
+20% +$136K 0.07% 258
2023
Q3 		$664K Buy
16,193
+2,150
+15% +$88.8K 0.07% 253
2023
Q2 		$582K Sell
14,043
-6,378
-31% -$263K 0.05% 305
2023
Q1 		$851K Sell
20,421
-69,009
-77% -$2.86M 0.09% 196
2022
Q4 		$3.66M Buy
89,430
+73,078
+447% +$2.99M 0.32% 89
2022
Q3 		$653K Buy
16,352
+10,313
+171% +$426K 0.06% 254
2022
Q2 		$245K Sell
6,039
-853
-12% -$36.1K 0.02% 448
2022
Q1 		$303K Sell
6,892
-415
-6% -$18.4K 0.02% 417
2021
Q4 		$331K Buy
7,307
+1,244
+21% +$56.4K 0.03% 398
2021
Q3 		$277K Buy
6,063
+121
+2% +$5.54K 0.03% 410
2021
Q2 		$274K Sell
5,942
-837
-12% -$38.4K 0.03% 392
2021
Q1 		$311K Sell
6,779
-64,634
-91% -$2.94M 0.03% 372
2020
Q4 		$3.25M Buy
+71,413
New +$3.19M 0.37% 70
2020
Q3 		– Sell
-46,375
Closed -$1.99M – 400
2020
Q2 		$1.99M Buy
+46,375
New +$1.96M 0.28% 89

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NWAM LLC's SHYG Position: Q1 2026 in Review

NWAM LLC increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.01% in Q1 2026, buying an estimated $43 and bringing the position to 13,422 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #382.

NWAM LLC first reported a position in SHYG in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.66M in Q4 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • NWAM LLC held 13,422 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $568K as of Q1 2026.
  • NWAM LLC bought 1 iShares 0-5 Year High Yield Corporate Bond ETF share in Q1 2026, an estimated $43.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #382 holding.
  • NWAM LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • NWAM LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.66M in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.