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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
Q2 		$1.5M Buy
35,255
+796
+2% +$33.8K 0.69% 26
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 $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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Planning Directions's SHYG Position: Q2 2026 in Review

Planning Directions increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.3% in Q2 2026, buying an estimated $33.8K and bringing the position to 35,255 shares worth $1.5M. The position accounts for 0.69% of the portfolio, ranked #26.

Planning Directions first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.54M in Q4 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Planning Directions held 35,255 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.5M as of Q2 2026.
  • Planning Directions bought 796 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $33.8K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.69% of Planning Directions's portfolio in Q2 2026, its #26 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 6 quarters since.
  • Planning Directions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.54M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.