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

Smith Salley 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	$7.27M	Sell	171,419 -3,938	-2%	-$167K	0.32%	66
2026 Q1	$7.42M	Buy	175,357 +68,505	+64%	+$2.92M	0.37%	61
2025 Q4	$4.58M	Buy	106,852 +2,329	+2%	+$99.9K	0.23%	77
2025 Q3	$4.53M	Buy	104,523 +5,879	+6%	+$253K	0.23%	70
2025 Q2	$4.26M	Buy	98,644 +368	+0.4%	+$15.6K	0.25%	68
2025 Q1	$4.18M	Buy	+98,276	New	+$4.22M	0.27%	65
2022 Q4	–	Sell	-40,305	Closed	-$1.61M	–	227
2022 Q3	$1.61M	Buy	40,305 +1,816	+5%	+$75.1K	0.15%	106
2022 Q2	$1.56M	Sell	38,489 -1,461	-4%	-$61.8K	0.14%	112
2022 Q1	$1.76M	Buy	39,950 +4,836	+14%	+$214K	0.13%	114
2021 Q4	$1.59M	Buy	35,114 +5,114	+17%	+$232K	0.11%	124
2021 Q3	$1.37M	Sell	30,000 -9,059	-23%	-$414K	0.11%	123
2021 Q2	$1.8M	Buy	39,059 +28,787	+280%	+$1.32M	0.15%	106
2021 Q1	$471K	Buy	+10,272	New	+$468K	0.04%	175

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

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

Smith Salley Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.2% in Q2 2026, selling an estimated $167K and leaving 171,419 shares worth $7.27M. The position accounts for 0.32% of the portfolio, ranked #66.

Smith Salley Wealth Management first reported a position in SHYG in Q1 2021 and has held it in 13 quarters since. The position peaked at $7.42M in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Smith Salley Wealth Management held 171,419 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.27M as of Q2 2026.
Smith Salley Wealth Management sold 3,938 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $167K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.32% of Smith Salley Wealth Management's portfolio in Q2 2026, its #66 holding.
Smith Salley Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 13 quarters since.
Smith Salley Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.42M in Q1 2026.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.