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

Parcion Private Wealth’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	$3.07M	Buy	74,343 +2,572	+4%	+$108K	0.17%	94
2026 Q2	$3.04M	Buy	71,771 +1,184	+2%	+$50.2K	0.17%	90
2026 Q1	$2.99M	Buy	70,587 +1,136	+2%	+$48.5K	0.19%	85
2025 Q4	$2.98M	Buy	69,451 +1,045	+2%	+$44.8K	0.18%	88
2025 Q3	$2.96M	Buy	+68,406	New	+$2.95M	0.18%	83

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

Parcion Private Wealth's SHYG Position: Q3 2026 in Review

Parcion Private Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.6% in Q3 2026, buying an estimated $108K and bringing the position to 74,343 shares worth $3.07M. The position accounts for 0.17% of the portfolio, ranked #94.

Parcion Private Wealth first reported a position in SHYG in Q3 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Parcion Private Wealth held 74,343 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.07M as of Q3 2026.
Parcion Private Wealth bought 2,572 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $108K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of Parcion Private Wealth's portfolio in Q3 2026, its #94 holding.
Parcion Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
372 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.