Talon Private Wealth
SHYG icon

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

Talon Private Wealth’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 		$334K Buy
7,875
+581
+8% +$24.6K 0.04% 156
2026
Q1 		$309K Buy
+7,294
New +$311K 0.04% 163
2025
Q2 		$785K Buy
18,207
+1,205
+7% +$51K 0.11% 111
2025
Q1 		$723K Sell
17,002
-8,307
-33% -$356K 0.1% 110
2024
Q4 		$1.08M Buy
25,309
+16,870
+200% +$725K 0.23% 51
2024
Q3 		$366K Buy
+8,439
New +$361K 0.08% 65

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
NEPC LLC
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Talon Private Wealth's SHYG Position: Q2 2026 in Review

Talon Private Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8% in Q2 2026, buying an estimated $24.6K and bringing the position to 7,875 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #156.

Talon Private Wealth first reported a position in SHYG in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 579 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Talon Private Wealth held 7,875 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $334K as of Q2 2026.
  • Talon Private Wealth bought 581 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $24.6K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Talon Private Wealth's portfolio in Q2 2026, its #156 holding.
  • Talon Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Talon Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.08M in Q4 2024.
  • 579 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.