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

Strategic Wealth 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 Q2	$1.1K	Hold	26	–	–	﹤0.01%	1263
2026 Q1	$1.1K	Hold	26	–	–	﹤0.01%	1233
2025 Q4	$1.11K	Sell	26 -371	-93%	-$15.9K	﹤0.01%	1270
2025 Q3	$17.2K	Buy	+397	New	+$17.1K	﹤0.01%	767
2019 Q3	–	Sell	-108	Closed	-$5K	–	766
2019 Q2	$5K	Hold	108	–	–	﹤0.01%	635
2019 Q1	$5K	Buy	+108	New	+$4.99K	﹤0.01%	637

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

Strategic Wealth Partners's SHYG Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 26 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Strategic Wealth Partners first reported a position in SHYG in Q1 2019 and has held it in 6 quarters since. The position peaked at $17.2K in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Strategic Wealth Partners held 26 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.1K as of Q2 2026.
Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #1263 holding.
Strategic Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 6 quarters since.
Strategic Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17.2K in Q3 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.