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 Q3	–	Sell	-4,759	Closed	-$201K	–	1077
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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Wedmont Private Capital's SHYG Position: Q3 2026 in Review

Wedmont Private Capital sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026, closing a stake of 4,759 shares — an estimated $201K sold.

Wedmont Private Capital first reported a position in SHYG in Q3 2022 and held it in 8 quarters. The position peaked at $535K in Q4 2023. 32 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Wedmont Private Capital reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Wedmont Private Capital sold 4,759 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $201K.
Wedmont Private Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and held it in 8 quarters.
Wedmont Private Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $535K in Q4 2023.
32 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.