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

RWA Wealth 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 Q2	$961K	Sell	22,656 -1,484	-6%	-$63K	0.01%	357
2026 Q1	$1.02M	Buy	24,140 +19,040	+373%	+$813K	0.01%	343
2025 Q4	$219K	Sell	5,100 -4,820	-49%	-$207K	﹤0.01%	584
2025 Q3	$430K	Sell	9,920 -1,400	-12%	-$60.3K	﹤0.01%	469
2025 Q2	$488K	Sell	11,320 -162,357	-93%	-$6.87M	0.01%	429
2025 Q1	$7.38M	Sell	173,677 -869	-0.5%	-$37.3K	0.09%	120
2024 Q4	$7.44M	Buy	174,546 +170	+0.1%	+$7.31K	0.09%	120
2024 Q3	$7.57M	Sell	174,376 -2,826	-2%	-$121K	0.09%	116
2024 Q2	$7.48M	Sell	177,202 -1,261	-0.7%	-$53.1K	0.1%	114
2024 Q1	$7.59M	Sell	178,463 -15,887	-8%	-$672K	0.1%	110
2023 Q4	$8.21M	Sell	194,350 -21,153	-10%	-$872K	0.12%	103
2023 Q3	$8.84M	Sell	215,503 -149,377	-41%	-$6.17M	0.19%	52
2023 Q2	$15.1M	Buy	+364,880	New	+$15M	0.33%	26
2022 Q2	–	Sell	-179,089	Closed	-$7.87M	–	262
2022 Q1	$7.87M	Buy	+179,089	New	+$7.93M	0.51%	52
2020 Q2	–	Sell	-175,661	Closed	-$7.18M	–	221
2020 Q1	$7.18M	Sell	175,661 -99,185	-36%	-$4.44M	1.02%	20
2019 Q4	$12.8M	Sell	274,846 -3,751	-1%	-$173K	1.27%	21
2019 Q3	$13M	Buy	278,597 +2,473	+0.9%	+$115K	1.37%	20
2019 Q2	$12.9M	Buy	+276,124	New	+$12.8M	1.38%	21

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

RWA Wealth Partners's SHYG Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.1% in Q2 2026, selling an estimated $63K and leaving 22,656 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #357.

RWA Wealth Partners first reported a position in SHYG in Q2 2019 and has held it in 18 quarters since. The position peaked at $15.1M in Q2 2023. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

RWA Wealth Partners held 22,656 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $961K as of Q2 2026.
RWA Wealth Partners sold 1,484 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $63K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #357 holding.
RWA Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2019 and has held it in 18 quarters since.
RWA Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $15.1M in Q2 2023.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.