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

Planning Strategies’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	$3.39K	Buy	+80	New	+$3.39K	﹤0.01%	482

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Planning Strategies's SHYG Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 80 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings.

544 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Planning Strategies held 80 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.39K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Planning Strategies position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #482 holding.
544 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.