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

Perigon Wealth Management’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	$2.5M	Buy	58,982 +7,411	+14%	+$314K	0.04%	362
2026 Q1	$2.18M	Sell	51,571 -5,514	-10%	-$235K	0.04%	357
2025 Q4	$2.45M	Buy	57,085 +5,155	+10%	+$221K	0.04%	330
2025 Q3	$2.25M	Buy	51,930 +1,914	+4%	+$82.4K	0.05%	328
2025 Q2	$2.16M	Buy	50,016 +5,468	+12%	+$231K	0.05%	316
2025 Q1	$1.89M	Sell	44,548 -717	-2%	-$30.8K	0.05%	311
2024 Q4	$1.95M	Buy	45,265 +2,888	+7%	+$124K	0.05%	313
2024 Q3	$1.84M	Buy	42,377 +167	+0.4%	+$7.14K	0.05%	304
2024 Q2	$1.78M	Sell	42,210 -2,942	-7%	-$124K	0.05%	270
2024 Q1	$1.92M	Sell	45,152 -16,405	-27%	-$694K	0.06%	254
2023 Q4	$2.6M	Sell	61,557 -26,251	-30%	-$1.08M	0.09%	194
2023 Q3	$3.6M	Buy	87,808 +71,998	+455%	+$2.97M	0.15%	146
2023 Q2	$655K	Sell	15,810 -29,136	-65%	-$1.2M	0.03%	391
2023 Q1	$1.87M	Sell	44,946 -13,831	-24%	-$573K	0.11%	185
2022 Q4	$2.4M	Buy	58,777 +51,843	+748%	+$2.12M	0.15%	150
2022 Q3	$277K	Buy	6,934 +1,246	+22%	+$51.5K	0.02%	440
2022 Q2	$231K	Buy	5,688 +74	+1%	+$3.13K	0.02%	502
2022 Q1	$247K	Buy	+5,614	New	+$249K	0.02%	528
2021 Q2	–	Sell	-8,013	Closed	-$367K	–	530
2021 Q1	$367K	Buy	8,013 +2,157	+37%	+$98.2K	0.04%	350
2020 Q4	$266K	Buy	+5,856	New	+$262K	0.03%	353
2017 Q1	–	Sell	-324	Closed	-$16K	–	693
2016 Q4	$16K	Buy	+324	New	+$15.2K	﹤0.01%	502

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perigon Wealth Management's SHYG Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 14% in Q2 2026, buying an estimated $314K and bringing the position to 58,982 shares worth $2.5M. The position accounts for 0.04% of the portfolio, ranked #362.

Perigon Wealth Management first reported a position in SHYG in Q4 2016 and has held it in 21 quarters since. The position peaked at $3.6M in Q3 2023. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Perigon Wealth Management held 58,982 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.5M as of Q2 2026.
Perigon Wealth Management bought 7,411 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $314K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #362 holding.
Perigon Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and has held it in 21 quarters since.
Perigon Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.6M in Q3 2023.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.