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

SteelPeak Wealth’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 		– Sell
-5,854
Closed -$248K – 696
2026
Q1 		$248K Buy
5,854
+282
+5% +$12K 0.01% 492
2025
Q4 		$239K Buy
5,572
+294
+6% +$12.6K 0.01% 470
2025
Q3 		$229K Buy
+5,278
New +$227K 0.01% 517
2025
Q2 		– Sell
-6,501
Closed -$276K – 648
2025
Q1 		$276K Sell
6,501
-87
-1% -$3.73K 0.01% 429
2024
Q4 		$281K Buy
6,588
+1,679
+34% +$72.2K 0.01% 428
2024
Q3 		$213K Sell
4,909
-745
-13% -$31.8K 0.01% 446
2024
Q2 		$239K Sell
5,654
-2,832
-33% -$119K 0.01% 433
2024
Q1 		$361K Buy
8,486
+1,691
+25% +$71.6K 0.02% 339
2023
Q4 		$287K Buy
6,795
+710
+12% +$29.3K 0.02% 342
2023
Q3 		$250K Sell
6,085
-171
-3% -$7.06K 0.02% 357
2023
Q2 		$259K Sell
6,256
-313
-5% -$12.9K 0.02% 355
2023
Q1 		$274K Sell
6,569
-155,650
-96% -$6.45M 0.02% 315
2022
Q4 		$6.63M Buy
162,219
+136,904
+541% +$5.6M 0.49% 56
2022
Q3 		$1.01M Sell
25,315
-249
-1% -$10.3K 0.08% 169
2022
Q2 		$1.04M Buy
25,564
+14,604
+133% +$618K 0.07% 164
2022
Q1 		$482K Buy
10,960
+3,778
+53% +$167K 0.03% 297
2021
Q4 		$325K Buy
7,182
+1,574
+28% +$71.3K 0.02% 316
2021
Q3 		$256K Sell
5,608
-71
-1% -$3.25K 0.02% 355
2021
Q2 		$262K Sell
5,679
-614
-10% -$28.1K 0.02% 354
2021
Q1 		$288K Sell
6,293
-200,835
-97% -$9.14M 0.02% 308
2020
Q4 		$9.41M Buy
207,128
+1,439
+0.7% +$64.3K 0.86% 28
2020
Q3 		$9.04M Buy
205,689
+9,727
+5% +$427K 0.97% 22
2020
Q2 		$8.4M Buy
195,962
+12,699
+7% +$536K 1.06% 21
2020
Q1 		$7.49M Buy
+183,263
New +$8.21M 1.18% 17

Other funds holding SHYG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

SteelPeak Wealth's SHYG Position: Q2 2026 in Review

SteelPeak Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 5,854 shares — an estimated $248K sold.

SteelPeak Wealth first reported a position in SHYG in Q1 2020 and held it in 24 quarters. The position peaked at $9.41M in Q4 2020. 170 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • SteelPeak Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 5,854 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $248K.
  • SteelPeak Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and held it in 24 quarters.
  • SteelPeak Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $9.41M in Q4 2020.
  • 170 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.