Sweeney & Michel’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sweeney & Michel’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 Q3	$14M	Buy	340,550 +2,996	+0.9%	+$126K	3.74%	6
2026 Q2	$14.2M	Buy	337,554 +2,573	+0.8%	+$109K	3.74%	6
2026 Q1	$14.2M	Buy	334,981 +13,332	+4%	+$569K	4.19%	6
2025 Q4	$13.8M	Buy	321,649 +29,814	+10%	+$1.28M	4.07%	6
2025 Q3	$12.4M	Buy	291,835 +4,177	+1%	+$180K	4.18%	6
2025 Q2	$12.3M	Buy	287,658 +13,541	+5%	+$573K	4.37%	5
2025 Q1	$11.2M	Buy	+274,117	New	+$11.8M	4.9%	5
2024 Q3	$10.2M	Buy	235,703 +10,225	+5%	+$437K	4.01%	6
2024 Q2	$9.5M	Buy	225,478 +4,082	+2%	+$172K	4.06%	6
2024 Q1	$9.33M	Buy	+221,396	New	+$9.37M	4.13%	6
2023 Q3	$7.88M	Buy	191,571 +7,028	+4%	+$290K	4.13%	6
2023 Q2	$7.63M	Buy	184,543 +10,005	+6%	+$412K	3.93%	8
2023 Q1	$7.18M	Buy	+174,538	New	+$7.23M	3.83%	7

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Sweeney & Michel's SHYG Position: Q3 2026 in Review

Sweeney & Michel increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.89% in Q3 2026, buying an estimated $126K and bringing the position to 340,550 shares worth $14M. The position accounts for 3.74% of the portfolio, ranked #6.

Sweeney & Michel first reported a position in SHYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.2M in Q1 2026. 147 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Sweeney & Michel held 340,550 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $14M as of Q3 2026.
Sweeney & Michel bought 2,996 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $126K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 3.74% of Sweeney & Michel's portfolio in Q3 2026, its #6 holding.
Sweeney & Michel first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.2M in Q1 2026.
147 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.