Archford Capital Strategies’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Archford Capital Strategies’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	-90,779	Closed	-$3.89M	–	370
2025 Q4	$3.89M	Buy	90,779 +3,868	+4%	+$166K	0.45%	51
2025 Q3	$3.76M	Buy	+86,911	New	+$3.74M	0.45%	54
2024 Q2	–	Sell	-4,755	Closed	-$202K	–	273
2024 Q1	$202K	Buy	+4,755	New	+$201K	0.03%	254
2022 Q1	–	Sell	-37,651	Closed	-$1.71M	–	298
2021 Q4	$1.71M	Buy	37,651 +2,819	+8%	+$128K	0.39%	63
2021 Q3	$1.59M	Sell	34,832 -23,314	-40%	-$1.07M	0.38%	62
2021 Q2	$2.68M	Buy	58,146 +21,624	+59%	+$991K	0.67%	31
2021 Q1	$1.68M	Sell	36,522 -7,315	-17%	-$333K	0.45%	54
2020 Q4	$2M	Buy	43,837 +298	+0.7%	+$13.3K	0.46%	55
2020 Q3	$1.91M	Buy	43,539 +5,286	+14%	+$232K	0.51%	53
2020 Q2	$1.64M	Buy	38,253 +32,342	+547%	+$1.37M	0.49%	57
2020 Q1	$242K	Buy	+5,911	New	+$265K	0.09%	196
2019 Q4	–	Sell	-21,945	Closed	-$1.02M	–	222
2019 Q3	$1.02M	Buy	21,945 +1,347	+7%	+$62.5K	0.38%	81
2019 Q2	$962K	Buy	20,598 +190	+0.9%	+$8.84K	0.35%	85
2019 Q1	$953K	Buy	20,408 +10,572	+107%	+$488K	0.35%	88
2018 Q4	$438K	Buy	+9,836	New	+$451K	0.18%	148

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Archford Capital Strategies's SHYG Position: Q1 2026 in Review

Archford Capital Strategies sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 90,779 shares — an estimated $3.89M sold.

Archford Capital Strategies first reported a position in SHYG in Q4 2018 and held it in 15 quarters. The position peaked at $3.89M in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Archford Capital Strategies reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Archford Capital Strategies sold 90,779 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.89M.
Archford Capital Strategies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
Archford Capital Strategies's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.89M in Q4 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Archford Capital Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.