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

Prosperity Consulting 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	$3.42M	Buy	80,626 +968	+1%	+$41.1K	0.13%	119
2026 Q1	$3.37M	Buy	79,658 +1,290	+2%	+$55.1K	0.15%	109
2025 Q4	$3.36M	Buy	78,368 +3,809	+5%	+$163K	0.15%	106
2025 Q3	$3.23M	Sell	74,559 -4,066	-5%	-$175K	0.16%	110
2025 Q2	$3.39M	Buy	78,625 +1,771	+2%	+$74.9K	0.25%	94
2025 Q1	$3.27M	Sell	76,854 -5,465	-7%	-$234K	0.25%	95
2024 Q4	$3.51M	Sell	82,319 -351	-0.4%	-$15.1K	0.26%	86
2024 Q3	$3.59M	Buy	+82,670	New	+$3.53M	0.28%	86

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

Prosperity Consulting Group's SHYG Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q2 2026, buying an estimated $41.1K and bringing the position to 80,626 shares worth $3.42M. The position accounts for 0.13% of the portfolio, ranked #119.

Prosperity Consulting Group first reported a position in SHYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.59M in Q3 2024. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Prosperity Consulting Group held 80,626 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.42M as of Q2 2026.
Prosperity Consulting Group bought 968 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $41.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of Prosperity Consulting Group's portfolio in Q2 2026, its #119 holding.
Prosperity Consulting Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.59M in Q3 2024.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.