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 Q3	$278K	Sell	6,750 -636	-9%	-$26.7K	0.03%	231
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 $59.5B AUM 15.92% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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

Third View Private Wealth's SHYG Position: Q3 2026 in Review

Third View Private Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8.6% in Q3 2026, selling an estimated $26.7K and leaving 6,750 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #231.

Third View Private Wealth first reported a position in SHYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $374K in Q4 2025. 320 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Third View Private Wealth held 6,750 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $278K as of Q3 2026.
Third View Private Wealth sold 636 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $26.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #231 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 4 quarters since.
Third View Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $374K in Q4 2025.
320 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.