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

Portside Wealth Group’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 		$8.88M Buy
209,365
+20,432
+11% +$867K 1.03% 15
2026
Q1 		$7.99M Buy
188,933
+24,115
+15% +$1.03M 1.08% 14
2025
Q4 		$7.07M Buy
164,818
+24,310
+17% +$1.04M 0.95% 19
2025
Q3 		$6.08M Buy
140,508
+48,842
+53% +$2.1M 0.84% 23
2025
Q2 		$3.95M Buy
91,666
+11,862
+15% +$502K 0.59% 42
2025
Q1 		$3.39M Buy
79,804
+1,546
+2% +$66.3K 0.55% 52
2024
Q4 		$3.33M Buy
78,258
+1,673
+2% +$71.9K 0.55% 46
2024
Q3 		$3.33M Buy
76,585
+9,513
+14% +$407K 0.57% 45
2024
Q2 		$2.83M Sell
67,072
-17,797
-21% -$749K 0.54% 49
2024
Q1 		$3.61M Sell
84,869
-1,331
-2% -$56.3K 0.67% 35
2023
Q4 		$3.64M Sell
86,200
-28,081
-25% -$1.16M 0.68% 36
2023
Q3 		$4.69M Buy
114,281
+2,265
+2% +$93.5K 0.88% 29
2023
Q2 		$4.64M Buy
+112,016
New +$4.62M 0.86% 29

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

Portside Wealth Group's SHYG Position: Q2 2026 in Review

Portside Wealth Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 11% in Q2 2026, buying an estimated $867K and bringing the position to 209,365 shares worth $8.88M. The position accounts for 1.03% of the portfolio, ranked #15.

Portside Wealth Group first reported a position in SHYG in Q2 2023 and has held it in 13 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Portside Wealth Group held 209,365 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $8.88M as of Q2 2026.
  • Portside Wealth Group bought 20,432 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $867K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.03% of Portside Wealth Group's portfolio in Q2 2026, its #15 holding.
  • Portside Wealth Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.