Vericrest Private Wealth’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
$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

Vericrest Private Wealth's SHYG Position: Q2 2026 in Review

Vericrest Private Wealth increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.17% in Q2 2026, buying an estimated $424 and bringing the position to 5,939 shares worth $252K. The position accounts for 0.22% of the portfolio, ranked #38.

Vericrest Private Wealth first reported a position in SHYG in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.36M in Q1 2022. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Vericrest Private Wealth held 5,939 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $252K as of Q2 2026.
  • Vericrest Private Wealth bought 10 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $424.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.22% of Vericrest Private Wealth's portfolio in Q2 2026, its #38 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 6 quarters since.
  • Vericrest Private Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.36M in Q1 2022.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.