Sheets Smith Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sheets Smith Wealth Management’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	$506K	Hold	11,925	–	–	0.05%	300
2026 Q1	$505K	Sell	11,925 -494	-4%	-$21.1K	0.06%	286
2025 Q4	$532K	Sell	12,419 -724	-6%	-$31.1K	0.06%	268
2025 Q3	$569K	Sell	13,143 -319	-2%	-$13.7K	0.06%	265
2025 Q2	$581K	Sell	13,462 -1,240	-8%	-$52.5K	0.07%	261
2025 Q1	$625K	Sell	14,702 -11,783	-44%	-$506K	0.08%	217
2024 Q4	$1.13M	Sell	26,485 -864	-3%	-$37.1K	0.14%	143
2024 Q3	$1.19M	Sell	27,349 -785	-3%	-$33.5K	0.15%	137
2024 Q2	$1.19M	Sell	28,134 -85	-0.3%	-$3.58K	0.14%	141
2024 Q1	$1.2M	Sell	28,219 -1,222	-4%	-$51.7K	0.13%	148
2023 Q4	$1.24M	Buy	29,441 +533	+2%	+$22K	0.18%	118
2023 Q3	$1.19M	Sell	28,908 -145	-0.5%	-$5.99K	0.18%	121
2023 Q2	$1.2M	Sell	29,053 -337	-1%	-$13.9K	0.18%	119
2023 Q1	$1.22M	Sell	29,390 -1,150	-4%	-$47.6K	0.19%	113
2022 Q4	$1.25M	Buy	+30,540	New	+$1.25M	0.2%	113
2020 Q2	–	Sell	-16,668	Closed	-$681K	–	284
2020 Q1	$681K	Buy	16,668 +8,998	+117%	+$403K	0.14%	140
2019 Q4	$356K	Sell	7,670 -22,080	-74%	-$1.02M	0.07%	246
2019 Q3	$1.38M	Sell	29,750 -844	-3%	-$39.2K	0.28%	95
2019 Q2	$1.43M	Buy	30,594 +1,001	+3%	+$46.6K	0.29%	93
2019 Q1	$1.38M	Buy	29,593 +405	+1%	+$18.7K	0.3%	94
2018 Q4	$1.3M	Buy	29,188 +4,964	+20%	+$228K	0.35%	85
2018 Q3	$1.14M	Buy	+24,224	New	+$1.13M	0.24%	104
2018 Q2	–	Sell	-19,499	Closed	-$912K	–	331
2018 Q1	$912K	Buy	19,499 +1,755	+10%	+$82.4K	0.22%	121
2017 Q4	$836K	Buy	17,744 +2,909	+20%	+$138K	0.2%	137
2017 Q3	$710K	Sell	14,835 -919	-6%	-$43.8K	0.18%	147
2017 Q2	$754K	Buy	+15,754	New	+$752K	0.2%	131

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

Sheets Smith Wealth Management's SHYG Position: Q2 2026 in Review

Sheets Smith Wealth Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 11,925 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #300.

Sheets Smith Wealth Management first reported a position in SHYG in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.43M in Q2 2019. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Sheets Smith Wealth Management held 11,925 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $506K as of Q2 2026.
Sheets Smith Wealth Management left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #300 holding.
Sheets Smith Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2017 and has held it in 26 quarters since.
Sheets Smith Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.43M in Q2 2019.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.