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SHYG icon

Advisor OS’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Advisor OS’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 		$946K Sell
22,303
-1,559
-7% -$66.1K 0.06% 204
2026
Q1 		$1.01M Buy
23,862
+2,797
+13% +$119K 0.07% 183
2025
Q4 		$903K Sell
21,065
-290
-1% -$12.4K 0.07% 175
2025
Q3 		$925K Buy
21,355
+1,980
+10% +$85.2K 0.08% 166
2025
Q2 		$836K Buy
19,375
+635
+3% +$26.9K 0.08% 182
2025
Q1 		$797K Sell
18,740
-14,431
-44% -$619K 0.09% 153
2024
Q4 		$1.41M Sell
33,171
-3,378
-9% -$145K 0.16% 94
2024
Q3 		$1.59M Buy
36,549
+8,072
+28% +$345K 0.16% 109
2024
Q2 		$1.2M Sell
28,477
-107,346
-79% -$4.52M 0.13% 130
2024
Q1 		$5.78M Buy
135,823
+4,784
+4% +$203K 0.66% 30
2023
Q4 		$5.53M Buy
131,039
+1,118
+0.9% +$46.1K 0.72% 24
2023
Q3 		$5.33M Sell
129,921
-3,596
-3% -$149K 0.8% 24
2023
Q2 		$5.53M Buy
133,517
+8,245
+7% +$340K 0.91% 22
2023
Q1 		$5.22M Buy
125,272
+107,801
+617% +$4.46M 1.25% 18
2022
Q4 		$714K Sell
17,471
-53
-0.3% -$2.17K 0.19% 122
2022
Q3 		$700K Buy
17,524
+1,292
+8% +$53.4K 0.21% 98
2022
Q2 		$658K Sell
16,232
-1,337
-8% -$56.6K 0.19% 119
2022
Q1 		$772K Sell
17,569
-37,169
-68% -$1.65M 0.22% 106
2021
Q4 		$2.48M Buy
54,738
+16,565
+43% +$751K 0.51% 48
2021
Q3 		$1.75M Buy
38,173
+718
+2% +$32.8K 0.38% 64
2021
Q2 		$1.73M Buy
37,455
+5,746
+18% +$263K 0.36% 54
2021
Q1 		$1.45M Sell
31,709
-211,496
-87% -$9.63M 0.33% 58
2020
Q4 		$19.3M Buy
+243,205
New +$10.9M 5.18% 5
2020
Q3 		– Sell
-29,539
Closed -$1.27M – 145
2020
Q2 		$1.27M Buy
+29,539
New +$1.25M 0.76% 30

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor OS's SHYG Position: Q2 2026 in Review

Advisor OS reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.5% in Q2 2026, selling an estimated $66.1K and leaving 22,303 shares worth $946K. The position accounts for 0.06% of the portfolio, ranked #204.

Advisor OS first reported a position in SHYG in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.3M in Q4 2020. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Advisor OS held 22,303 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $946K as of Q2 2026.
  • Advisor OS sold 1,559 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $66.1K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Advisor OS's portfolio in Q2 2026, its #204 holding.
  • Advisor OS first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $19.3M in Q4 2020.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.