Private Client Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Private Client Services’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 Q3	$229K	Buy	+5,553	New	+$233K	0.06%	208
2026 Q2	–	Sell	-5,755	Closed	-$243K	–	242
2026 Q1	$243K	Buy	5,755 +215	+4%	+$9.18K	0.07%	182
2025 Q4	$237K	Sell	5,540 -10	-0.2%	-$429	0.07%	170
2025 Q3	$240K	Buy	+5,550	New	+$239K	0.08%	173
2025 Q1	–	Sell	-9,449	Closed	-$403K	–	208
2024 Q4	$403K	Buy	9,449 +2,549	+37%	+$110K	0.22%	98
2024 Q3	$300K	Buy	+6,900	New	+$295K	0.16%	121

Other funds holding SHYG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's SHYG Position: Q3 2026 in Review

Private Client Services opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026: 5,553 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #208 among its holdings. This is a return to the name: Private Client Services previously reported a position in SHYG as recently as Q1 2026.

Private Client Services first reported a position in SHYG in Q3 2024 and has held it in 6 quarters since. The position peaked at $403K in Q4 2024. 45 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Private Client Services held 5,553 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $229K as of Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Private Client Services position in Q3 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #208 holding.
Private Client Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
Private Client Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $403K in Q4 2024.
45 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.