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 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

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

Private Client Services's SHYG Position: Q2 2026 in Review

Private Client Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 5,755 shares — an estimated $243K sold.

Private Client Services first reported a position in SHYG in Q3 2024 and held it in 5 quarters. The position peaked at $403K in Q4 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Private Client Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Private Client Services sold 5,755 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $243K.
Private Client Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Private Client Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $403K in Q4 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.