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

Root Financial Partners’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 Q3	$578K	Sell	14,008 -926	-6%	-$38.9K	0.02%	201
2026 Q2	$633K	Buy	14,934 +476	+3%	+$20.2K	0.02%	164
2026 Q1	$612K	Buy	14,458 +513	+4%	+$21.9K	0.03%	144
2025 Q4	$598K	Sell	13,945 -176	-1%	-$7.55K	0.03%	140
2025 Q3	$611K	Buy	14,121 +400	+3%	+$17.2K	0.04%	126
2025 Q2	$592K	Hold	13,721	–	–	0.06%	108
2025 Q1	$583K	Hold	13,721	–	–	0.06%	98
2024 Q4	$585K	Buy	+13,721	New	+$590K	0.07%	104

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Root Financial Partners's SHYG Position: Q3 2026 in Review

Root Financial Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.2% in Q3 2026, selling an estimated $38.9K and leaving 14,008 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #201.

Root Financial Partners first reported a position in SHYG in Q4 2024 and has held it in 8 quarters since. The position peaked at $633K in Q2 2026. 231 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Root Financial Partners held 14,008 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $578K as of Q3 2026.
Root Financial Partners sold 926 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $38.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #201 holding.
Root Financial Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $633K in Q2 2026.
231 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.