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

Shepherd 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	$243K	Sell	5,747 -62	-1%	-$2.65K	0.02%	220
2025 Q4	$249K	Buy	5,809 +91	+2%	+$3.9K	0.02%	215
2025 Q3	$248K	Buy	5,718 +65	+1%	+$2.8K	0.02%	219
2025 Q2	$244K	Buy	5,653 +69	+1%	+$2.92K	0.03%	220
2025 Q1	$237K	Sell	5,584 -1,500	-21%	-$64.4K	0.03%	216
2024 Q4	$302K	Sell	7,084 -9,405	-57%	-$404K	0.04%	179
2024 Q3	$716K	Sell	16,489 -3,725	-18%	-$159K	0.09%	121
2024 Q2	$853K	Sell	20,214 -181	-0.9%	-$7.62K	0.11%	106
2024 Q1	$868K	Buy	20,395 +6,788	+50%	+$287K	0.11%	109
2023 Q4	$575K	Buy	+13,607	New	+$561K	0.08%	132
2023 Q1	–	Sell	-5,028	Closed	-$206K	–	182
2022 Q4	$206K	Buy	+5,028	New	+$206K	0.04%	167

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

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

Shepherd Financial Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.1% in Q1 2026, selling an estimated $2.65K and leaving 5,747 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #220.

Shepherd Financial Partners first reported a position in SHYG in Q4 2022 and has held it in 11 quarters since. The position peaked at $868K in Q1 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Shepherd Financial Partners held 5,747 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $243K as of Q1 2026.
Shepherd Financial Partners sold 62 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $2.65K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #220 holding.
Shepherd Financial Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Shepherd Financial Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $868K in Q1 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.