RWM
SHYG icon

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

Ritholtz 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 		$8.53M Buy
201,089
+9,762
+5% +$414K 0.13% 100
2026
Q1 		$8.1M Buy
191,327
+14,323
+8% +$611K 0.14% 87
2025
Q4 		$7.59M Buy
177,004
+11,552
+7% +$496K 0.14% 84
2025
Q3 		$7.16M Buy
165,452
+63,428
+62% +$2.73M 0.14% 86
2025
Q2 		$4.4M Buy
102,024
+67,640
+197% +$2.86M 0.1% 127
2025
Q1 		$1.46M Sell
34,384
-115,194
-77% -$4.94M 0.04% 314
2024
Q4 		$6.37M Sell
149,578
-14,342
-9% -$616K 0.19% 68
2024
Q3 		$7.12M Buy
163,920
+2,871
+2% +$123K 0.21% 58
2024
Q2 		$6.8M Sell
161,049
-12,502
-7% -$526K 0.22% 54
2024
Q1 		$7.38M Buy
+173,551
New +$7.35M 0.25% 51
2022
Q2 		– Sell
-22,181
Closed -$975K – 599
2022
Q1 		$975K Buy
22,181
+1,609
+8% +$71.3K 0.07% 189
2021
Q4 		$932K Buy
20,572
+4,382
+27% +$199K 0.06% 179
2021
Q3 		$740K Buy
16,190
+317
+2% +$14.5K 0.05% 190
2021
Q2 		$731K Buy
15,873
+2,421
+18% +$111K 0.05% 193
2021
Q1 		$616K Buy
13,452
+1,493
+12% +$68K 0.05% 177
2020
Q4 		$543K Buy
11,959
+784
+7% +$35K 0.05% 153
2020
Q3 		$491K Buy
11,175
+1,652
+17% +$72.6K 0.06% 139
2020
Q2 		$408K Buy
+9,523
New +$402K 0.05% 134

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ritholtz Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.1% in Q2 2026, buying an estimated $414K and bringing the position to 201,089 shares worth $8.53M. The position accounts for 0.13% of the portfolio, ranked #100.

Ritholtz Wealth Management first reported a position in SHYG in Q2 2020 and has held it in 18 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Ritholtz Wealth Management held 201,089 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $8.53M as of Q2 2026.
  • Ritholtz Wealth Management bought 9,762 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $414K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of Ritholtz Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Ritholtz Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.