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

TriaGen Wealth Management’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	$1.48M	Sell	34,932 -264	-0.8%	-$11.2K	0.37%	68
2026 Q1	$1.49M	Buy	35,196 +1,387	+4%	+$59.2K	0.41%	57
2025 Q4	$1.45M	Buy	33,809 +18	+0.1%	+$772	0.37%	66
2025 Q3	$1.46M	Sell	33,791 -353	-1%	-$15.2K	0.38%	73
2025 Q2	$1.47M	Buy	34,144 +1,667	+5%	+$70.5K	0.45%	64
2025 Q1	$1.38M	Buy	32,477 +4,026	+14%	+$173K	0.49%	55
2024 Q4	$1.21M	Buy	28,451 +409	+1%	+$17.6K	0.41%	62
2024 Q3	$1.22M	Buy	28,042 +777	+3%	+$33.2K	0.41%	64
2024 Q2	$1.15M	Buy	27,265 +4,353	+19%	+$183K	0.44%	60
2024 Q1	$975K	Buy	+22,912	New	+$970K	0.4%	62

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TriaGen Wealth Management's SHYG Position: Q2 2026 in Review

TriaGen Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.75% in Q2 2026, selling an estimated $11.2K and leaving 34,932 shares worth $1.48M. The position accounts for 0.37% of the portfolio, ranked #68.

TriaGen Wealth Management first reported a position in SHYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q1 2026. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

TriaGen Wealth Management held 34,932 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.48M as of Q2 2026.
TriaGen Wealth Management sold 264 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.37% of TriaGen Wealth Management's portfolio in Q2 2026, its #68 holding.
TriaGen Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
TriaGen Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.49M in Q1 2026.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.