WFA of San Diego’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

WFA of San Diego’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	$94.9K	Buy	2,243 +694	+45%	+$29.6K	0.08%	134
2025 Q4	$66.4K	Buy	1,549 +468	+43%	+$20.1K	0.05%	170
2025 Q3	$46.8K	Sell	1,081 -10	-0.9%	-$431	0.03%	208
2025 Q2	$47.1K	Buy	+1,091	New	+$46.2K	0.03%	206
2024 Q3	$25.2K	Sell	580 -500	-46%	-$21.4K	0.02%	228
2024 Q2	$45.6K	Buy	+1,080	New	+$45.5K	0.04%	184
2023 Q3	$63.2K	Sell	1,540 -50	-3%	-$2.06K	0.07%	149
2023 Q2	$65.9K	Buy	+1,590	New	+$65.5K	0.06%	149
2023 Q1	–	Sell	-2,201	Closed	-$90K	–	363
2022 Q4	$90K	Buy	+2,201	New	+$90K	0.07%	142
2022 Q3	–	Sell	-2,201	Closed	-$89K	–	341
2022 Q2	$89K	Buy	+2,201	New	+$93.1K	0.08%	126
2022 Q1	–	Sell	-2,338	Closed	-$106K	–	148
2021 Q4	$106K	Buy	+2,338	New	+$106K	0.06%	164

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFA of San Diego's SHYG Position: Q1 2026 in Review

WFA of San Diego increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 45% in Q1 2026, buying an estimated $29.6K and bringing the position to 2,243 shares worth $94.9K. The position accounts for 0.08% of the portfolio, ranked #134.

WFA of San Diego first reported a position in SHYG in Q4 2021 and has held it in 11 quarters since. The position peaked at $106K in Q4 2021. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

WFA of San Diego held 2,243 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $94.9K as of Q1 2026.
WFA of San Diego bought 694 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $29.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.08% of WFA of San Diego's portfolio in Q1 2026, its #134 holding.
WFA of San Diego first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 11 quarters since.
WFA of San Diego's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $106K in Q4 2021.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.