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

Vericrest 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	$219K	Sell	5,320 -619	-10%	-$26K	0.2%	40
2026 Q2	$252K	Buy	5,939 +10	+0.2%	+$424	0.22%	38
2026 Q1	$251K	Buy	5,929 +7	+0.1%	+$299	0.23%	36
2025 Q4	$254K	Buy	+5,922	New	+$254K	0.23%	36
2022 Q2	$3.03M	Sell	74,821 -1,706	-2%	-$72.2K	3.72%	11
2022 Q1	$3.36M	Buy	76,527 +2,870	+4%	+$127K	3.5%	11
2021 Q4	$3.34M	Buy	+73,657	New	+$3.34M	3.09%	13

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vericrest Private Wealth's SHYG Position: Q3 2026 in Review

Vericrest Private Wealth reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 10% in Q3 2026, selling an estimated $26K and leaving 5,320 shares worth $219K. The position accounts for 0.2% of the portfolio, ranked #40.

Vericrest Private Wealth first reported a position in SHYG in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2022. 424 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Vericrest Private Wealth held 5,320 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $219K as of Q3 2026.
Vericrest Private Wealth sold 619 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $26K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.2% of Vericrest Private Wealth's portfolio in Q3 2026, its #40 holding.
Vericrest Private Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 7 quarters since.
Vericrest Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.36M in Q1 2022.
424 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.