RFS
SHYG icon

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

Retirement Financial Solutions’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 		– Sell
-103,238
Closed -$4.43M – 56
2025
Q4 		$4.43M Buy
103,238
+8,846
+9% +$380K 1.3% 22
2025
Q3 		$4.09M Sell
94,392
-162,629
-63% -$7M 1.28% 24
2025
Q2 		$11.1M Sell
257,021
-1,963
-0.8% -$83K 3.9% 11
2025
Q1 		$11M Buy
258,984
+41,057
+19% +$1.76M 4.29% 8
2024
Q4 		$9.29M Sell
217,927
-5,673
-3% -$244K 5.01% 9
2024
Q3 		$9.71M Buy
223,600
+5,324
+2% +$228K 4.25% 10
2024
Q2 		$9.21M Buy
218,276
+15,653
+8% +$659K 4.33% 10
2024
Q1 		$8.62M Buy
202,623
+16,954
+9% +$718K 4.43% 10
2023
Q4 		$7.84M Sell
185,669
-176,083
-49% -$7.26M 4.44% 10
2023
Q3 		$14.8M Sell
361,752
-3,232
-0.9% -$133K 10.01% 2
2023
Q2 		$15.1M Buy
364,984
+23,867
+7% +$983K 10.39% 2
2023
Q1 		$14.2M Buy
341,117
+33,220
+11% +$1.38M 11.3% 2
2022
Q4 		$12.6M Buy
+307,897
New +$12.6M 10.7% 3

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Financial Solutions's SHYG Position: Q1 2026 in Review

Retirement Financial Solutions sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 103,238 shares — an estimated $4.43M sold.

Retirement Financial Solutions first reported a position in SHYG in Q4 2022 and held it in 13 quarters. The position peaked at $15.1M in Q2 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Retirement Financial Solutions reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Financial Solutions sold 103,238 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.43M.
  • Retirement Financial Solutions first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Retirement Financial Solutions's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $15.1M in Q2 2023.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.