Wealth Enhancement Advisory Services
SHYG icon

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

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HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return