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S.E.E.D. Planning Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

S.E.E.D. Planning Group’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 		$651K Buy
15,775
+409
+3% +$17.2K 0.16% 66
2026
Q2 		$652K Buy
15,366
+9,546
+164% +$405K 0.17% 65
2026
Q1 		$246K Sell
5,820
-101
-2% -$4.31K 0.07% 84
2025
Q4 		$254K Buy
5,921
+533
+10% +$22.9K 0.07% 75
2025
Q3 		$233K Buy
+5,388
New +$232K 0.07% 74

Other funds holding SHYG

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
PAG
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

S.E.E.D. Planning Group's SHYG Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.7% in Q3 2026, buying an estimated $17.2K and bringing the position to 15,775 shares worth $651K. The position accounts for 0.16% of the portfolio, ranked #66.

S.E.E.D. Planning Group first reported a position in SHYG in Q3 2025 and has held it in 5 quarters since. The position peaked at $652K in Q2 2026. 112 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • S.E.E.D. Planning Group held 15,775 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $651K as of Q3 2026.
  • S.E.E.D. Planning Group bought 409 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $17.2K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.16% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #66 holding.
  • S.E.E.D. Planning Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • S.E.E.D. Planning Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $652K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.