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

Perspective Wealth Advisors’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
-80,791
Closed -$3.46M – 56
2025
Q4 		$3.46M Buy
+80,791
New +$3.47M 2.47% 12

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perspective Wealth Advisors's SHYG Position: Q1 2026 in Review

Perspective Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 80,791 shares — an estimated $3.46M sold.

Perspective Wealth Advisors first reported a position in SHYG in Q4 2025 and held it in 1 quarter. The position peaked at $3.46M in Q4 2025. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Perspective Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Perspective Wealth Advisors sold 80,791 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.46M.
  • Perspective Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Perspective Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.46M in Q4 2025.
  • 555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Perspective Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.