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

SHP 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
Q1 		$22.2M Sell
523,777
-100,272
-16% -$4.28M 1.67% 12
2025
Q4 		$26.8M Buy
+624,049
New +$26.8M 2.08% 10

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's SHYG Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 16% in Q1 2026, selling an estimated $4.28M and leaving 523,777 shares worth $22.2M. The position accounts for 1.67% of the portfolio, ranked #12.

SHP Wealth Management first reported a position in SHYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.8M in Q4 2025. 554 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • SHP Wealth Management held 523,777 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $22.2M as of Q1 2026.
  • SHP Wealth Management sold 100,272 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $4.28M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.67% of SHP Wealth Management's portfolio in Q1 2026, its #12 holding.
  • SHP Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $26.8M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.