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Walsh & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Walsh & Associates’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
Q2 		– Sell
-58
Closed -$2.45K – 291
2026
Q1 		$2.45K Buy
+58
New +$2.48K ﹤0.01% 209

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Walsh & Associates's SHYG Position: Q2 2026 in Review

Walsh & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 58 shares — an estimated $2.45K sold.

Walsh & Associates first reported a position in SHYG in Q1 2026 and held it in 1 quarter. The position peaked at $2.45K in Q1 2026. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Walsh & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Walsh & Associates sold 58 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.45K.
  • Walsh & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Walsh & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.45K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.