Redwood Financial Network’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Redwood Financial Network’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 Q1	$381K	Hold	9,009	–	–	0.25%	112
2025 Q4	$386K	Hold	9,009	–	–	0.25%	115
2025 Q3	$390K	Hold	9,009	–	–	0.25%	119
2025 Q2	$389K	Hold	9,009	–	–	0.26%	112
2025 Q1	$383K	Hold	9,009	–	–	0.29%	106
2024 Q4	$384K	Sell	9,009 -225	-2%	-$9.67K	0.29%	104
2024 Q3	$401K	Hold	9,234	–	–	0.31%	101
2024 Q2	$390K	Hold	9,234	–	–	0.33%	98
2024 Q1	$393K	Sell	9,234 -1,750	-16%	-$74.1K	0.34%	93
2023 Q4	$464K	Hold	10,984	–	–	0.45%	79
2023 Q3	$451K	Hold	10,984	–	–	0.48%	72
2023 Q2	$455K	Sell	10,984 -955	-8%	-$39.4K	0.43%	80
2023 Q1	$498K	Sell	11,939 -343	-3%	-$14.2K	0.51%	69
2022 Q4	$502K	Sell	12,282 -102	-0.8%	-$4.17K	0.57%	60
2022 Q3	$495K	Buy	12,384 +86	+0.7%	+$3.56K	0.56%	63
2022 Q2	$499K	Buy	12,298 +4	+0%	+$169	0.54%	65
2022 Q1	$540K	Buy	+12,294	New	+$544K	0.5%	68

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redwood Financial Network's SHYG Position: Q1 2026 in Review

Redwood Financial Network held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2026 at 9,009 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #112.

Redwood Financial Network first reported a position in SHYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $540K in Q1 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Redwood Financial Network held 9,009 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $381K as of Q1 2026.
Redwood Financial Network left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.25% of Redwood Financial Network's portfolio in Q1 2026, its #112 holding.
Redwood Financial Network first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $540K in Q1 2022.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.