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

Arkadios Wealth 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
Q2 		$6.87M Buy
162,058
+11,948
+8% +$507K 0.1% 206
2026
Q1 		$6.35M Buy
150,110
+9,058
+6% +$387K 0.1% 228
2025
Q4 		$6.05M Buy
141,052
+14,246
+11% +$611K 0.12% 188
2025
Q3 		$5.49M Buy
126,806
+14,426
+13% +$621K 0.13% 179
2025
Q2 		$4.85M Buy
112,380
+10,413
+10% +$441K 0.14% 166
2025
Q1 		$4.34M Buy
101,967
+17,555
+21% +$753K 0.16% 140
2024
Q4 		$3.6M Buy
84,412
+1,248
+2% +$53.6K 0.2% 108
2024
Q3 		$3.61M Buy
83,164
+3,107
+4% +$133K 0.2% 108
2024
Q2 		$3.38M Buy
80,057
+68,999
+624% +$2.9M 0.23% 92
2024
Q1 		$470K Buy
11,058
+2,682
+32% +$114K 0.04% 390
2023
Q4 		$354K Buy
8,376
+1,646
+24% +$67.9K 0.03% 465
2023
Q3 		$276K Buy
6,730
+1,501
+29% +$62K 0.03% 514
2023
Q2 		$217K Buy
+5,229
New +$215K 0.03% 554
2022
Q1 		– Sell
-10,182
Closed -$461K – 629
2021
Q4 		$461K Sell
10,182
-308
-3% -$14K 0.06% 347
2021
Q3 		$479K Buy
10,490
+320
+3% +$14.6K 0.07% 302
2021
Q2 		$468K Buy
10,170
+1,070
+12% +$49K 0.06% 345
2021
Q1 		$416K Buy
9,100
+8,897
+4,383% +$405K 0.07% 286
2020
Q4 		$9K Buy
203
+13
+7% +$581 ﹤0.01% 1000
2020
Q3 		$8.39K Buy
190
+52
+38% +$2.29K ﹤0.01% 779
2020
Q2 		$5.97K Buy
138
+6
+5% +$253 ﹤0.01% 757
2020
Q1 		$5.39K Sell
132
-64
-33% -$2.87K ﹤0.01% 768
2019
Q4 		$9.15K Buy
+196
New +$9.06K 0.01% 607

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

Arkadios Wealth Advisors's SHYG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8% in Q2 2026, buying an estimated $507K and bringing the position to 162,058 shares worth $6.87M. The position accounts for 0.1% of the portfolio, ranked #206.

Arkadios Wealth Advisors first reported a position in SHYG in Q4 2019 and has held it in 22 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Arkadios Wealth Advisors held 162,058 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $6.87M as of Q2 2026.
  • Arkadios Wealth Advisors bought 11,948 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $507K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.