Wealthcare Advisory Partners’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-5,088	Closed	-$218K	–	1130
2025 Q4	$218K	Buy	5,088 +141	+3%	+$6.05K	﹤0.01%	988
2025 Q3	$214K	Sell	4,947 -146	-3%	-$6.29K	﹤0.01%	960
2025 Q2	$220K	Sell	5,093 -2,263	-31%	-$95.7K	0.01%	905
2025 Q1	$313K	Buy	7,356 +1,951	+36%	+$83.7K	0.01%	734
2024 Q4	$230K	Sell	5,405 -1,343	-20%	-$57.7K	0.01%	804
2024 Q3	$293K	Buy	+6,748	New	+$288K	0.01%	727
2023 Q1	–	Sell	-6,109	Closed	-$250K	–	738
2022 Q4	$250K	Buy	+6,109	New	+$250K	0.01%	582
2022 Q3	–	Sell	-12,892	Closed	-$523K	–	624
2022 Q2	$523K	Buy	+12,892	New	+$545K	0.03%	317
2021 Q2	–	Sell	-257	Closed	-$12K	–	1647
2021 Q1	$12K	Buy	+257	New	+$11.7K	﹤0.01%	1399
2019 Q3	–	Sell	-111	Closed	-$5K	–	1409
2019 Q2	$5K	Buy	+111	New	+$5.16K	﹤0.01%	1072

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealthcare Advisory Partners's SHYG Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 5,088 shares — an estimated $218K sold.

Wealthcare Advisory Partners first reported a position in SHYG in Q2 2019 and held it in 10 quarters. The position peaked at $523K in Q2 2022. 558 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Wealthcare Advisory Partners reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,088 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $218K.
Wealthcare Advisory Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2019 and held it in 10 quarters.
Wealthcare Advisory Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $523K in Q2 2022.
558 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.