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

Atomi Financial Group’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	$1.2M	Sell	28,462 -23,959	-46%	-$1.02M	0.04%	375
2025 Q4	$2.25M	Buy	52,421 +686	+1%	+$29.4K	0.07%	214
2025 Q3	$2.24M	Buy	51,735 +13,087	+34%	+$563K	0.07%	186
2025 Q2	$1.67M	Buy	38,648 +10,016	+35%	+$424K	0.06%	216
2025 Q1	$1.22M	Sell	28,632 -15,379	-35%	-$660K	0.06%	249
2024 Q4	$1.88M	Sell	44,011 -9,476	-18%	-$407K	0.09%	155
2024 Q3	$2.32M	Buy	53,487 +1,669	+3%	+$71.3K	0.15%	119
2024 Q2	$2.19M	Sell	51,818 -7,722	-13%	-$325K	0.16%	111
2024 Q1	$2.53M	Buy	+59,540	New	+$2.52M	0.23%	92

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Atomi Financial Group's SHYG Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 46% in Q1 2026, selling an estimated $1.02M and leaving 28,462 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #375.

Atomi Financial Group first reported a position in SHYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q1 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Atomi Financial Group held 28,462 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.2M as of Q1 2026.
Atomi Financial Group sold 23,959 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.02M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #375 holding.
Atomi Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Atomi Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.53M in Q1 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.