Private Wealth Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Private Wealth Asset Management’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	$551	Hold	13	–	–	﹤0.01%	904
2026 Q1	$550	Hold	13	–	–	﹤0.01%	897
2025 Q4	$557	Sell	13 -278	-96%	-$11.9K	﹤0.01%	887
2025 Q3	$12.6K	Hold	291	–	–	﹤0.01%	598
2025 Q2	$12.6K	Buy	+291	New	+$12.3K	﹤0.01%	619

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 Wealth Asset Management's SHYG Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 13 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Private Wealth Asset Management first reported a position in SHYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.6K in Q3 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Private Wealth Asset Management held 13 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $551 as of Q2 2026.
Private Wealth Asset Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #904 holding.
Private Wealth Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $12.6K in Q3 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.