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

Western Wealth 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 Q2	$1.88M	Sell	44,272 -2,011	-4%	-$85.3K	0.06%	316
2026 Q1	$1.96M	Buy	+46,283	New	+$1.98M	0.07%	286
2025 Q1	–	Sell	-37,027	Closed	-$1.58M	–	769
2024 Q4	$1.58M	Sell	37,027 -1,641	-4%	-$70.5K	0.08%	233
2024 Q3	$1.68M	Buy	+38,668	New	+$1.65M	0.1%	215
2024 Q1	–	Sell	-47,241	Closed	-$1.99M	–	715
2023 Q4	$1.99M	Buy	47,241 +2,372	+5%	+$97.8K	0.14%	151
2023 Q3	$1.84M	Buy	44,869 +698	+2%	+$28.8K	0.16%	142
2023 Q2	$1.83M	Buy	44,171 +911	+2%	+$37.5K	0.16%	141
2023 Q1	$1.8M	Buy	43,260 +2,452	+6%	+$102K	0.17%	142
2022 Q4	$1.67M	Sell	40,808 -4,092	-9%	-$167K	0.17%	143
2022 Q3	$1.86M	Buy	44,900 +594	+1%	+$24.6K	0.11%	193
2022 Q2	$1.81M	Sell	44,306 -1,414	-3%	-$59.8K	0.1%	196
2022 Q1	$2.01M	Buy	+45,720	New	+$2.02M	0.1%	203

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

Western Wealth Management's SHYG Position: Q2 2026 in Review

Western Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.3% in Q2 2026, selling an estimated $85.3K and leaving 44,272 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #316.

Western Wealth Management first reported a position in SHYG in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.01M in Q1 2022. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Western Wealth Management held 44,272 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.88M as of Q2 2026.
Western Wealth Management sold 2,011 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $85.3K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #316 holding.
Western Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
Western Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.01M in Q1 2022.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.