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Portfolio Design Labs’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Portfolio Design Labs’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 		$6.09M Buy
+143,624
New +$6.09M 1% 24
2025
Q2 		– Sell
-65,133
Closed -$2.77M – 195
2025
Q1 		$2.77M Sell
65,133
-852
-1% -$36.6K 0.57% 61
2024
Q4 		$2.81M Buy
+65,985
New +$2.84M 0.58% 50

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

Portfolio Design Labs's SHYG Position: Q2 2026 in Review

Portfolio Design Labs opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 143,624 shares worth $6.09M. The stake represents 1% of the portfolio and ranks #24 among its holdings. This is a return to the name: Portfolio Design Labs previously reported a position in SHYG as recently as Q1 2025.

Portfolio Design Labs first reported a position in SHYG in Q4 2024 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Portfolio Design Labs held 143,624 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.09M as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Portfolio Design Labs position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1% of Portfolio Design Labs's portfolio in Q2 2026, its #24 holding.
  • Portfolio Design Labs first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.