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 Q2	$1.33M	Buy	31,252 +2,790	+10%	+$118K	0.03%	379
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 $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

Atomi Financial Group's SHYG Position: Q2 2026 in Review

Atomi Financial Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.8% in Q2 2026, buying an estimated $118K and bringing the position to 31,252 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #379.

Atomi Financial Group first reported a position in SHYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.53M in Q1 2024. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Atomi Financial Group held 31,252 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.33M as of Q2 2026.
Atomi Financial Group bought 2,790 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $118K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #379 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 10 quarters since.
Atomi Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.53M in Q1 2024.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.