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

Sunrise Financial Services’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	$4.88K	Buy	+115	New	+$4.88K	﹤0.01%	278

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

Sunrise Financial Services's SHYG Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 115 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings.

569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Sunrise Financial Services held 115 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.88K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Sunrise Financial Services position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #278 holding.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.