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Vise Technologies’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Vise Technologies’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 		$604K Hold
14,098
– – 0.01% 782
2025
Q4 		$604K Buy
14,098
+224
+2% +$9.61K 0.01% 787
2025
Q3 		$601K Buy
+13,874
New +$597K 0.02% 589

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vise Technologies's SHYG Position: Q1 2026 in Review

Vise Technologies held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2026 at 14,098 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #782.

Vise Technologies first reported a position in SHYG in Q3 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Vise Technologies held 14,098 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $604K as of Q1 2026.
  • Vise Technologies left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #782 holding.
  • Vise Technologies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.