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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vericrest Private Wealth's SHYG Position: Q1 2026 in Review

Vericrest Private Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.12% in Q1 2026, buying an estimated $299 and bringing the position to 5,929 shares worth $251K. The position accounts for 0.23% of the portfolio, ranked #36.

Vericrest Private Wealth first reported a position in SHYG in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.36M in Q1 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Vericrest Private Wealth held 5,929 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $251K as of Q1 2026.
Vericrest Private Wealth bought 7 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $299.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.23% of Vericrest Private Wealth's portfolio in Q1 2026, its #36 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 5 quarters since.
Vericrest Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.36M in Q1 2022.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.