Wealth Enhancement Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Wealth Enhancement Advisory Services’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	$5.01M	Buy	118,658 +29,275	+33%	+$1.24M	0.01%	1004
2026 Q1	$3.77M	Sell	89,383 -119,485	-57%	-$5.1M	0.01%	1042
2025 Q4	$8.98M	Buy	208,868 +92,677	+80%	+$3.98M	0.01%	738
2025 Q3	$5M	Buy	116,191 +7,137	+7%	+$307K	0.01%	947
2025 Q2	$4.69M	Buy	109,054 +11,018	+11%	+$466K	0.01%	926
2025 Q1	$4.17M	Buy	98,036 +7,492	+8%	+$321K	0.01%	895
2024 Q4	$3.86M	Buy	90,544 +17,018	+23%	+$731K	0.01%	893
2024 Q3	$3.19M	Sell	73,526 -5,566	-7%	-$238K	0.01%	870
2024 Q2	$3.34M	Buy	79,092 +24,690	+45%	+$1.04M	0.01%	812
2024 Q1	$2.31M	Buy	54,402 +882	+2%	+$37.3K	0.01%	894
2023 Q4	$2.26M	Sell	53,520 -3,069	-5%	-$127K	0.01%	861
2023 Q3	$2.32M	Buy	+56,589	New	+$2.34M	0.01%	813
2022 Q4	–	Sell	-6,649	Closed	-$267K	–	362
2022 Q3	$267K	Sell	6,649 -72	-1%	-$2.98K	﹤0.01%	304
2022 Q2	$275K	Sell	6,721 -52	-0.8%	-$2.2K	﹤0.01%	309
2022 Q1	$298K	Buy	6,773 +5	+0.1%	+$221	﹤0.01%	288
2021 Q4	$301K	Buy	6,768 +113	+2%	+$5.12K	﹤0.01%	273
2021 Q3	$303K	Buy	6,655 +6	+0.1%	+$274	﹤0.01%	266
2021 Q2	$305K	Buy	6,649 +245	+4%	+$11.2K	﹤0.01%	250
2021 Q1	$293K	Buy	+6,404	New	+$292K	0.01%	244

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHYG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 33% in Q2 2026, buying an estimated $1.24M and bringing the position to 118,658 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #1004.

Wealth Enhancement Advisory Services first reported a position in SHYG in Q1 2021 and has held it in 19 quarters since. The position peaked at $8.98M in Q4 2025. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Wealth Enhancement Advisory Services held 118,658 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.01M as of Q2 2026.
Wealth Enhancement Advisory Services bought 29,275 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.24M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1004 holding.
Wealth Enhancement Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
Wealth Enhancement Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.98M in Q4 2025.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.