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

Advyzon Investment 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	$542K	Buy	12,789 +3,375	+36%	+$143K	0.04%	443
2026 Q1	$398K	Sell	9,414 -5,902	-39%	-$252K	0.04%	460
2025 Q4	$657K	Buy	15,316 +2,504	+20%	+$107K	0.08%	254
2025 Q3	$555K	Sell	12,812 -2,255	-15%	-$97.1K	0.1%	206
2025 Q2	$650K	Buy	15,067 +844	+6%	+$35.7K	0.14%	134
2025 Q1	$605K	Buy	14,223 +120	+0.9%	+$5.15K	0.21%	91
2024 Q4	$601K	Buy	+14,103	New	+$606K	0.23%	84

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

Advyzon Investment Management's SHYG Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 36% in Q2 2026, buying an estimated $143K and bringing the position to 12,789 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #443.

Advyzon Investment Management first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $657K in Q4 2025. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Advyzon Investment Management held 12,789 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $542K as of Q2 2026.
Advyzon Investment Management bought 3,375 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $143K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #443 holding.
Advyzon Investment Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $657K in Q4 2025.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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