SWM
SHYG icon

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

Spire 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 		$35.6K Hold
841
– – ﹤0.01% 1267
2026
Q1 		$35.6K Sell
841
-87
-9% -$3.71K ﹤0.01% 1268
2025
Q4 		$39.8K Sell
928
-150
-14% -$6.44K ﹤0.01% 1248
2025
Q3 		$46.7K Sell
1,078
-2
-0.2% -$86 ﹤0.01% 1260
2025
Q2 		$46.5K Buy
1,080
+152
+16% +$6.43K ﹤0.01% 1223
2025
Q1 		$39.5K Hold
928
– – ﹤0.01% 1369
2024
Q4 		$39.5K Hold
928
– – ﹤0.01% 1370
2024
Q3 		$40.3K Hold
928
– – ﹤0.01% 1202
2024
Q2 		$39.2K Sell
928
-32
-3% -$1.35K ﹤0.01% 1209
2024
Q1 		$40.9K Sell
960
-585
-38% -$24.8K ﹤0.01% 1284
2023
Q4 		$65.2K Sell
1,545
-38
-2% -$1.57K ﹤0.01% 1113
2023
Q3 		$64.9K Sell
1,583
-2,794
-64% -$115K ﹤0.01% 1074
2023
Q2 		$181K Buy
4,377
+1,103
+34% +$45.5K 0.01% 753
2023
Q1 		$136K Sell
3,274
-23,722
-88% -$982K 0.01% 861
2022
Q4 		$1.1M Buy
26,996
+21,004
+351% +$859K 0.06% 226
2022
Q3 		$239K Sell
5,992
-3,031
-34% -$125K 0.01% 485
2022
Q2 		$366K Sell
9,023
-5,904
-40% -$250K 0.02% 570
2022
Q1 		$656K Sell
14,927
-1,978
-12% -$87.6K 0.02% 495
2021
Q4 		$766K Buy
16,905
+468
+3% +$21.2K 0.02% 561
2021
Q3 		$751K Sell
16,437
-3,839
-19% -$176K 0.02% 475
2021
Q2 		$934K Sell
20,276
-2,185
-10% -$100K 0.03% 448
2021
Q1 		$1.03M Buy
+22,461
New +$1.02M 0.03% 427

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's SHYG Position: Q2 2026 in Review

Spire Wealth Management held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 841 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Spire Wealth Management first reported a position in SHYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.1M in Q4 2022. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Spire Wealth Management held 841 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $35.6K as of Q2 2026.
  • Spire 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 ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1267 holding.
  • Spire Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.1M in Q4 2022.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.