PD
SHYG icon

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

Planning Directions’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 		$1.46M Sell
34,459
-94,789
-73% -$4.05M 0.74% 25
2025
Q4 		$5.54M Buy
129,248
+22,496
+21% +$965K 2.79% 11
2025
Q3 		$4.62M Buy
106,752
+22,735
+27% +$979K 2.41% 13
2025
Q2 		$3.62M Buy
84,017
+8,284
+11% +$350K 2.04% 13
2025
Q1 		$3.22M Buy
+75,733
New +$3.25M 1.38% 19

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Directions's SHYG Position: Q1 2026 in Review

Planning Directions reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 73% in Q1 2026, selling an estimated $4.05M and leaving 34,459 shares worth $1.46M. The position accounts for 0.74% of the portfolio, ranked #25.

Planning Directions first reported a position in SHYG in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.54M in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Planning Directions held 34,459 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.46M as of Q1 2026.
  • Planning Directions sold 94,789 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.05M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.74% of Planning Directions's portfolio in Q1 2026, its #25 holding.
  • Planning Directions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Planning Directions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.54M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.