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 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 $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

RWA Wealth Partners's SHYG Position: Q1 2026 in Review

RWA Wealth Partners increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 373% in Q1 2026, buying an estimated $813K and bringing the position to 24,140 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #343.

RWA Wealth Partners first reported a position in SHYG in Q2 2019 and has held it in 17 quarters since. The position peaked at $15.1M in Q2 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

RWA Wealth Partners held 24,140 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.02M as of Q1 2026.
RWA Wealth Partners bought 19,040 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $813K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #343 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 17 quarters since.
RWA Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $15.1M in Q2 2023.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.