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

&Partners’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	-15,207	Closed	-$652K	–	2460
2025 Q4	$652K	Sell	15,207 -305	-2%	-$13.1K	﹤0.01%	1473
2025 Q3	$672K	Sell	15,512 -4,282	-22%	-$184K	﹤0.01%	1284
2025 Q2	$854K	Buy	19,794 +13,888	+235%	+$588K	0.01%	1063
2025 Q1	$251K	Sell	5,906 -8,991	-60%	-$386K	﹤0.01%	1498
2024 Q4	$637K	Buy	14,897 +4,672	+46%	+$201K	0.01%	960
2024 Q3	$444K	Buy	10,225 +1,539	+18%	+$65.8K	0.01%	921
2024 Q2	$367K	Buy	+8,686	New	+$366K	0.02%	647

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

&Partners's SHYG Position: Q1 2026 in Review

&Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 15,207 shares — an estimated $652K sold.

&Partners first reported a position in SHYG in Q2 2024 and held it in 7 quarters. The position peaked at $854K in Q2 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

&Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
&Partners sold 15,207 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $652K.
&Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 7 quarters.
&Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $854K in Q2 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.