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

Allworth Financial’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	$104K	Buy	2,464 +1,160	+89%	+$49.2K	﹤0.01%	1913
2026 Q1	$55.2K	Buy	1,304 +179	+16%	+$7.64K	﹤0.01%	2248
2025 Q4	$48.2K	Buy	1,125 +935	+492%	+$40.1K	﹤0.01%	2223
2025 Q3	$8.23K	Hold	190	–	–	﹤0.01%	3259
2025 Q2	$8.2K	Hold	190	–	–	﹤0.01%	2989
2025 Q1	$8.04K	Sell	190 -27	-12%	-$1.16K	﹤0.01%	2524
2024 Q4	$9.36K	Buy	217 +41	+23%	+$1.76K	﹤0.01%	2464
2024 Q3	$7.64K	Sell	176 -5,151	-97%	-$220K	﹤0.01%	2387
2024 Q2	$227K	Sell	5,327 -2,152	-29%	-$90.6K	﹤0.01%	780
2024 Q1	$318K	Buy	7,479 +999	+15%	+$42.3K	﹤0.01%	653
2023 Q4	$274K	Buy	6,480 +1,694	+35%	+$69.9K	﹤0.01%	652
2023 Q3	$196K	Sell	4,786 -1,326	-22%	-$54.8K	﹤0.01%	689
2023 Q2	$253K	Sell	6,112 -540	-8%	-$22.3K	﹤0.01%	639
2023 Q1	$277K	Buy	6,652 +5,001	+303%	+$207K	﹤0.01%	586
2022 Q4	$67.5K	Buy	1,651 +1,638	+12,600%	+$67K	﹤0.01%	916
2022 Q3	$1K	Buy	+13	New	+$537	﹤0.01%	2495
2022 Q1	–	Sell	-87	Closed	-$4K	–	2358
2021 Q4	$4K	Hold	87	–	–	﹤0.01%	1615
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	1578
2021 Q2	$4K	Hold	87	–	–	﹤0.01%	1272
2021 Q1	$4K	Hold	87	–	–	﹤0.01%	1196
2020 Q4	$4K	Buy	+87	New	+$3.89K	﹤0.01%	1037
2017 Q3	–	Sell	-3,410	Closed	-$163K	–	797
2017 Q2	$163K	Sell	3,410 -18	-0.5%	-$860	0.01%	125
2017 Q1	$164K	Buy	+3,428	New	+$163K	0.02%	116

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

Allworth Financial's SHYG Position: Q2 2026 in Review

Allworth Financial increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 89% in Q2 2026, buying an estimated $49.2K and bringing the position to 2,464 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Allworth Financial first reported a position in SHYG in Q1 2017 and has held it in 23 quarters since. The position peaked at $318K in Q1 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Allworth Financial held 2,464 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $104K as of Q2 2026.
Allworth Financial bought 1,160 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $49.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1913 holding.
Allworth Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and has held it in 23 quarters since.
Allworth Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $318K in Q1 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.