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

Rialto Wealth 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	$85.3K	Buy	2,011 +9	+0.4%	+$382	0.02%	270
2026 Q1	$84.7K	Hold	2,002	–	–	0.02%	231
2025 Q4	$85.8K	Sell	2,002 -1,032	-34%	-$44.3K	0.02%	226
2025 Q3	$131K	Sell	3,034 -38	-1%	-$1.64K	0.03%	178
2025 Q2	$133K	Buy	3,072 +2,717	+765%	+$115K	0.04%	173
2025 Q1	$15.1K	Hold	355	–	–	﹤0.01%	371
2024 Q4	$15.1K	Buy	+355	New	+$15.3K	0.01%	358

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

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

Rialto Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.45% in Q2 2026, buying an estimated $382 and bringing the position to 2,011 shares worth $85.3K. The position accounts for 0.02% of the portfolio, ranked #270.

Rialto Wealth Management first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q2 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Rialto Wealth Management held 2,011 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $85.3K as of Q2 2026.
Rialto Wealth Management bought 9 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $382.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #270 holding.
Rialto Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $133K in Q2 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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