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

ArborFi 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 Q1	–	Sell	-34,797	Closed	-$1.49M	–	49
2025 Q4	$1.49M	Sell	34,797 -254	-0.7%	-$10.9K	1.21%	18
2025 Q3	$1.52M	Buy	35,051 +1,999	+6%	+$86.1K	1.24%	18
2025 Q2	$1.43M	Buy	33,052 +653	+2%	+$27.6K	1.26%	17
2025 Q1	$1.38M	Buy	32,399 +925	+3%	+$39.7K	1.37%	18
2024 Q4	$1.34M	Buy	+31,474	New	+$1.35M	1.35%	17

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ArborFi Advisors's SHYG Position: Q1 2026 in Review

ArborFi Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 34,797 shares — an estimated $1.49M sold.

ArborFi Advisors first reported a position in SHYG in Q4 2024 and held it in 5 quarters. The position peaked at $1.52M in Q3 2025. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

ArborFi Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
ArborFi Advisors sold 34,797 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.49M.
ArborFi Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
ArborFi Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.52M in Q3 2025.
555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on ArborFi Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.