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

Third View 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	$313K	Sell	7,386 -470	-6%	-$19.9K	0.04%	243
2026 Q1	$332K	Sell	7,856 -871	-10%	-$37.2K	0.05%	218
2025 Q4	$374K	Buy	+8,727	New	+$375K	0.05%	205

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

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

Third View Private Wealth's SHYG Position: Q2 2026 in Review

Third View Private Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6% in Q2 2026, selling an estimated $19.9K and leaving 7,386 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #243.

Third View Private Wealth first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 354 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Third View Private Wealth held 7,386 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $313K as of Q2 2026.
Third View Private Wealth sold 470 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $19.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Third View Private Wealth's portfolio in Q2 2026, its #243 holding.
Third View Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Third View Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $374K in Q4 2025.
354 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.