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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.5M Buy
270,157
+12,458
+5% +$529K 2.3% 12
2026
Q1
$10.9M Buy
257,699
+127,299
+98% +$5.43M 2.4% 12
2025
Q4
$5.61M Buy
130,400
+98,188
+305% +$4.21M 1.26% 15
2025
Q3
$1.39M Buy
32,212
+17,265
+116% +$743K 0.35% 72
2025
Q2
$645K Buy
14,947
+9,664
+183% +$409K 0.17% 119
2025
Q1
$225K Buy
+5,283
New +$227K 0.06% 160

Other funds holding SHYG

Twelve Points Wealth Management's SHYG Position: Q2 2026 in Review

Twelve Points Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.8% in Q2 2026, buying an estimated $529K and bringing the position to 270,157 shares worth $11.5M. The position accounts for 2.3% of the portfolio, ranked #12.

Twelve Points Wealth Management first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Twelve Points Wealth Management held 270,157 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $11.5M as of Q2 2026.
  • Twelve Points Wealth Management bought 12,458 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $529K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 2.3% of Twelve Points Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Twelve Points Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.