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Planning Strategies Inc.’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Planning Strategies Inc.’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 		$3.39K Buy
+80
New +$3.39K ﹤0.01% 482

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BAAM
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HPA
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PAS
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MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s SHYG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 80 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings.

224 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Planning Strategies Inc. held 80 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.39K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #482 holding.
  • 224 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.