Wedmont Private Capital’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Wedmont Private Capital’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	$201K	Sell	4,759 -2,732	-36%	-$116K	0.01%	918
2026 Q1	$318K	Buy	+7,491	New	+$320K	0.01%	648
2024 Q1	–	Sell	-12,691	Closed	-$535K	–	625
2023 Q4	$535K	Hold	12,691	–	–	0.04%	291
2023 Q3	$517K	Hold	12,691	–	–	0.05%	245
2023 Q2	$526K	Buy	12,691 +373	+3%	+$15.4K	0.06%	233
2023 Q1	$508K	Hold	12,318	–	–	0.07%	222
2022 Q4	$513K	Hold	12,318	–	–	0.08%	199
2022 Q3	$492K	Buy	+12,318	New	+$509K	0.1%	165

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

Wedmont Private Capital's SHYG Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 36% in Q2 2026, selling an estimated $116K and leaving 4,759 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #918.

Wedmont Private Capital first reported a position in SHYG in Q3 2022 and has held it in 8 quarters since. The position peaked at $535K in Q4 2023. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Wedmont Private Capital held 4,759 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $201K as of Q2 2026.
Wedmont Private Capital sold 2,732 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $116K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #918 holding.
Wedmont Private Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
Wedmont Private Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $535K in Q4 2023.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.