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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
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 $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Talon Private Wealth's SHYG Position: Q1 2026 in Review

Talon Private Wealth opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026: 7,294 shares worth $309K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in SHYG as recently as Q2 2025.

Talon Private Wealth first reported a position in SHYG in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Talon Private Wealth held 7,294 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $309K as of Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Talon Private Wealth position in Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Talon Private Wealth's portfolio in Q1 2026, its #163 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 5 quarters since.
  • Talon Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.08M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.