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

Westend Capital Management’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	-1,843	Closed	-$79K	–	272
2025 Q4	$79K	Sell	1,843 -584	-24%	-$25.1K	0.02%	80
2025 Q3	$105K	Hold	2,427	–	–	0.03%	56
2025 Q2	$105K	Hold	2,427	–	–	0.03%	58
2025 Q1	$103K	Buy	+2,427	New	+$104K	0.04%	59

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

Westend Capital Management's SHYG Position: Q1 2026 in Review

Westend Capital Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 1,843 shares — an estimated $79K sold.

Westend Capital Management first reported a position in SHYG in Q1 2025 and held it in 4 quarters. The position peaked at $105K in Q3 2025. 558 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Westend Capital Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Westend Capital Management sold 1,843 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $79K.
Westend Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
Westend Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $105K in Q3 2025.
558 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.