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

Park Square Financial 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 Q1	–	Sell	-176	Closed	-$7.5K	–	310
2025 Q4	$7.5K	Sell	176 -77	-30%	-$3.3K	0.04%	173
2025 Q3	$11K	Sell	253 -956	-79%	-$41.2K	0.05%	152
2025 Q2	$52.2K	Sell	1,209 -139	-10%	-$5.88K	0.04%	293
2025 Q1	$57.3K	Sell	1,348 -96	-7%	-$4.12K	0.05%	249
2024 Q4	$61.5K	Buy	+1,444	New	+$62.1K	0.04%	242

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Park Square Financial Group's SHYG Position: Q1 2026 in Review

Park Square Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 176 shares — an estimated $7.5K sold.

Park Square Financial Group first reported a position in SHYG in Q4 2024 and held it in 5 quarters. The position peaked at $61.5K in Q4 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Park Square Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 176 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $7.5K.
Park Square Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Park Square Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $61.5K in Q4 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.