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

Ponta Wealth Partners’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	$426K	Sell	10,055 -114	-1%	-$4.84K	0.23%	103
2026 Q1	$430K	Buy	+10,169	New	+$434K	0.35%	70

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ponta Wealth Partners's SHYG Position: Q2 2026 in Review

Ponta Wealth Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.1% in Q2 2026, selling an estimated $4.84K and leaving 10,055 shares worth $426K. The position accounts for 0.23% of the portfolio, ranked #103.

Ponta Wealth Partners first reported a position in SHYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $430K in Q1 2026. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Ponta Wealth Partners held 10,055 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $426K as of Q2 2026.
Ponta Wealth Partners sold 114 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.84K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.23% of Ponta Wealth Partners's portfolio in Q2 2026, its #103 holding.
Ponta Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Ponta Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $430K in Q1 2026.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.