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 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

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

Root Financial Partners's SHYG Position: Q1 2026 in Review

Root Financial Partners increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.7% in Q1 2026, buying an estimated $21.9K and bringing the position to 14,458 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #144.

Root Financial Partners first reported a position in SHYG in Q4 2024 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Root Financial Partners held 14,458 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $612K as of Q1 2026.
Root Financial Partners bought 513 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $21.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #144 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 6 quarters since.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.