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

Advanced Asset Management 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	$628K	Hold	14,800	–	–	0.17%	45
2026 Q1	$626K	Hold	14,800	–	–	0.17%	46
2025 Q4	$634K	Hold	14,800	–	–	0.17%	46
2025 Q3	$641K	Hold	14,800	–	–	0.17%	45
2025 Q2	$638K	Hold	14,800	–	–	0.17%	44
2025 Q1	$629K	Hold	14,800	–	–	0.17%	46
2024 Q4	$631K	Hold	14,800	–	–	0.17%	50
2024 Q3	$625K	Hold	14,800	–	–	0.17%	49
2024 Q2	$625K	Hold	14,800	–	–	0.17%	50
2024 Q1	$630K	Hold	14,800	–	–	0.16%	53
2023 Q4	$625K	Hold	14,800	–	–	0.15%	55
2023 Q3	$607K	Sell	14,800 -2,000	-12%	-$82.6K	0.15%	56
2023 Q2	$696K	Sell	16,800 -2,000	-11%	-$82.4K	0.16%	56
2023 Q1	$784K	Hold	18,800	–	–	0.19%	55
2022 Q4	$769K	Hold	18,800	–	–	0.19%	57
2022 Q3	$751K	Hold	18,800	–	–	0.21%	57
2022 Q2	$762K	Hold	18,800	–	–	0.2%	56
2022 Q1	$826K	Hold	18,800	–	–	0.18%	56
2021 Q4	$852K	Hold	18,800	–	–	0.18%	55
2021 Q3	$859K	Hold	18,800	–	–	0.18%	60
2021 Q2	$866K	Hold	18,800	–	–	0.18%	61
2021 Q1	$861K	Hold	18,800	–	–	0.19%	61
2020 Q4	$854K	Hold	18,800	–	–	0.2%	61
2020 Q3	$826K	Hold	18,800	–	–	0.22%	61
2020 Q2	$806K	Hold	18,800	–	–	0.24%	60
2020 Q1	$768K	Hold	18,800	–	–	0.27%	64
2019 Q4	$873K	Buy	+18,800	New	+$869K	0.26%	65
2019 Q1	–	Sell	-18,800	Closed	-$838K	–	115
2018 Q4	$838K	Hold	18,800	–	–	0.27%	79
2018 Q3	$885K	Buy	+18,800	New	+$880K	0.32%	64
2018 Q2	–	Sell	-56,118	Closed	-$2.63M	–	136
2018 Q1	$2.63M	Hold	56,118	–	–	0.87%	23
2017 Q4	$2.65M	Buy	+56,118	New	+$2.66M	0.87%	24

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

Advanced Asset Management Advisors's SHYG Position: Q2 2026 in Review

Advanced Asset Management Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 14,800 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #45.

Advanced Asset Management Advisors first reported a position in SHYG in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.65M in Q4 2017. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Advanced Asset Management Advisors held 14,800 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $628K as of Q2 2026.
Advanced Asset Management Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #45 holding.
Advanced Asset Management Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 31 quarters since.
Advanced Asset Management Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.65M in Q4 2017.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.