Perigon Wealth Management
SHYG icon

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
Q3 		$2.74M Buy
66,319
+7,337
+12% +$308K 0.04% 338
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Perigon Wealth Management's SHYG Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q3 2026, buying an estimated $308K and bringing the position to 66,319 shares worth $2.74M. The position accounts for 0.04% of the portfolio, ranked #338.

Perigon Wealth Management first reported a position in SHYG in Q4 2016 and has held it in 22 quarters since. The position peaked at $3.6M in Q3 2023. 231 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Perigon Wealth Management held 66,319 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.74M as of Q3 2026.
  • Perigon Wealth Management bought 7,337 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $308K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #338 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 22 quarters since.
  • Perigon Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.6M in Q3 2023.
  • 231 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.