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Alliance Wealth Advisors (Utah)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$604K Sell
14,236
-4,780
-25% -$203K 0.11% 113
2026
Q1 		$805K Sell
19,016
-5,665
-23% -$242K 0.17% 91
2025
Q4 		$1.06M Sell
24,681
-3,955
-14% -$170K 0.23% 95
2025
Q3 		$1.24M Buy
28,636
+14,201
+98% +$611K 0.29% 90
2025
Q2 		$623K Buy
14,435
+602
+4% +$25.5K 0.15% 137
2025
Q1 		$588K Buy
13,833
+189
+1% +$8.11K 0.15% 147
2024
Q4 		$581K Buy
13,644
+910
+7% +$39.1K 0.15% 149
2024
Q3 		$553K Buy
12,734
+238
+2% +$10.2K 0.15% 143
2024
Q2 		$527K Sell
12,496
-2,764
-18% -$116K 0.15% 134
2024
Q1 		$649K Buy
15,260
+905
+6% +$38.3K 0.19% 116
2023
Q4 		$606K Sell
14,355
-9,317
-39% -$384K 0.2% 111
2023
Q3 		$971K Buy
23,672
+1,307
+6% +$54K 0.36% 71
2023
Q2 		$927K Sell
22,365
-7
-0% -$288 0.34% 72
2023
Q1 		$932K Sell
22,372
-667
-3% -$27.6K 0.38% 67
2022
Q4 		$942K Buy
+23,039
New +$942K 0.42% 65

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

Alliance Wealth Advisors (Utah)'s SHYG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 25% in Q2 2026, selling an estimated $203K and leaving 14,236 shares worth $604K. The position accounts for 0.11% of the portfolio, ranked #113.

Alliance Wealth Advisors (Utah) first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 14,236 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $604K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 4,780 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $203K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.11% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #113 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.24M in Q3 2025.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.