WESPAC Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

WESPAC Advisors’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	$519K	Sell	12,234 -377	-3%	-$16K	0.25%	111
2026 Q1	$534K	Buy	12,611 +301	+2%	+$12.8K	0.29%	103
2025 Q4	$528K	Sell	12,310 -8,503	-41%	-$365K	0.29%	103
2025 Q3	$901K	Buy	20,813 +4,465	+27%	+$192K	0.53%	67
2025 Q2	$705K	Sell	16,348 -2,225	-12%	-$94.1K	0.49%	81
2025 Q1	$790K	Sell	18,573 -3,395	-15%	-$146K	0.64%	58
2024 Q4	$936K	Sell	21,968 -1,457	-6%	-$62.6K	0.69%	42
2024 Q3	$1.02M	Buy	23,425 +1,075	+5%	+$45.9K	0.75%	42
2024 Q2	$943K	Buy	+22,350	New	+$941K	0.74%	45

Other funds holding SHYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

WESPAC Advisors's SHYG Position: Q2 2026 in Review

WESPAC Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3% in Q2 2026, selling an estimated $16K and leaving 12,234 shares worth $519K. The position accounts for 0.25% of the portfolio, ranked #111.

WESPAC Advisors first reported a position in SHYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q3 2024. 390 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

WESPAC Advisors held 12,234 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $519K as of Q2 2026.
WESPAC Advisors sold 377 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $16K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.25% of WESPAC Advisors's portfolio in Q2 2026, its #111 holding.
WESPAC Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
WESPAC Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.02M in Q3 2024.
390 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.