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Summit Wealth Group (Colorado)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Summit Wealth Group (Colorado)’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 		$300K Sell
7,080
-114
-2% -$4.84K 0.02% 300
2026
Q1 		$304K Buy
7,194
+2,524
+54% +$108K 0.03% 257
2025
Q4 		$200K Buy
+4,670
New +$200K 0.03% 272
2025
Q3 		– Sell
-5,134
Closed -$221K – 423
2025
Q2 		$221K Buy
+5,134
New +$217K 0.06% 222

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Summit Wealth Group (Colorado)'s SHYG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.6% in Q2 2026, selling an estimated $4.84K and leaving 7,080 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #300.

Summit Wealth Group (Colorado) first reported a position in SHYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $304K in Q1 2026. 247 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,080 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $300K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 114 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.84K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #300 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $304K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.