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

Summit Financial’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 		$1.92M Buy
45,448
+10,909
+32% +$466K 0.02% 587
2025
Q4 		$1.48M Buy
34,539
+9,312
+37% +$400K 0.02% 555
2025
Q3 		$1.09M Buy
25,227
+9,674
+62% +$417K 0.02% 624
2025
Q2 		$671K Buy
15,553
+9,380
+152% +$397K 0.02% 502
2025
Q1 		$262K Buy
6,173
+1,282
+26% +$55K 0.01% 638
2024
Q4 		$208K Buy
+4,891
New +$210K 0.01% 615
2024
Q3 		– Sell
-4,762
Closed -$201K – 553
2024
Q2 		$201K Buy
4,762
+35
+0.7% +$1.47K 0.01% 477
2024
Q1 		$201K Buy
+4,727
New +$200K 0.01% 374

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AssetMark Inc
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Empower Advisory Group
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JSTA
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BlackRock
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NL
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return