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

Summit 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	$1.2M	Sell	28,228 -2,496	-8%	-$106K	0.17%	91
2026 Q1	$1.3M	Sell	30,724 -3,671	-11%	-$157K	0.21%	86
2025 Q4	$1.47M	Sell	34,395 -18,465	-35%	-$792K	0.27%	64
2025 Q3	$2.29M	Sell	52,860 -15,765	-23%	-$679K	0.41%	49
2025 Q2	$2.96M	Sell	68,625 -96,523	-58%	-$4.08M	0.56%	43
2025 Q1	$7.02M	Sell	165,148 -27,004	-14%	-$1.16M	1.42%	21
2024 Q4	$8.19M	Sell	192,152 -5,419	-3%	-$233K	1.68%	20
2024 Q3	$8.58M	Sell	197,571 -7,927	-4%	-$339K	1.65%	17
2024 Q2	$8.67M	Buy	205,498 +7,045	+4%	+$297K	1.8%	16
2024 Q1	$8.44M	Sell	198,453 -4,230	-2%	-$179K	1.8%	16
2023 Q4	$8.56M	Sell	202,683 -13,286	-6%	-$548K	1.99%	16
2023 Q3	$8.86M	Buy	215,969 +1,593	+0.7%	+$65.8K	2.26%	13
2023 Q2	$8.89M	Sell	214,376 -3,251	-1%	-$134K	2.23%	13
2023 Q1	$9.07M	Sell	217,627 -16,573	-7%	-$686K	2.33%	13
2022 Q4	$9.58M	Sell	234,200 -42,847	-15%	-$1.75M	2.54%	11
2022 Q3	$11.1M	Sell	277,047 -22,573	-8%	-$933K	3.12%	9
2022 Q2	$12.1M	Sell	299,620 -11,521	-4%	-$487K	3.25%	8
2022 Q1	$13.7M	Sell	311,141 -1,603	-0.5%	-$71K	3.1%	10
2021 Q4	$14.2M	Buy	312,744 +8,975	+3%	+$407K	3.04%	10
2021 Q3	$13.9M	Buy	303,769 +13,962	+5%	+$639K	3.28%	9
2021 Q2	$13.3M	Buy	289,807 +12,330	+4%	+$565K	3.19%	9
2021 Q1	$12.7M	Buy	277,477 +14,823	+6%	+$675K	3.26%	9
2020 Q4	$11.9M	Buy	262,654 +28,364	+12%	+$1.27M	3.25%	10
2020 Q3	$10.3M	Sell	234,290 -7	-0%	-$308	3.1%	10
2020 Q2	$10M	Sell	234,297 -13,520	-5%	-$571K	3.24%	8
2020 Q1	$10.1M	Sell	247,817 -26,515	-10%	-$1.19M	4.12%	6
2019 Q4	$12.7M	Buy	+274,332	New	+$12.7M	4.41%	6

Other funds holding SHYG

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

Summit Wealth Partners reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8.1% in Q2 2026, selling an estimated $106K and leaving 28,228 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #91.

Summit Wealth Partners first reported a position in SHYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.2M in Q4 2021. 286 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Summit Wealth Partners held 28,228 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.2M as of Q2 2026.
Summit Wealth Partners sold 2,496 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $106K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of Summit Wealth Partners's portfolio in Q2 2026, its #91 holding.
Summit Wealth Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Summit Wealth Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.2M in Q4 2021.
286 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.