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

Atria Investments’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	$2.17M	Buy	51,241 +10,285	+25%	+$436K	0.02%	713
2026 Q1	$1.73M	Sell	40,956 -417,864	-91%	-$17.8M	0.02%	773
2025 Q4	$19.7M	Buy	458,820 +19,312	+4%	+$829K	0.22%	77
2025 Q3	$19M	Buy	439,508 +383,275	+682%	+$16.5M	0.22%	82
2025 Q2	$2.43M	Sell	56,233 -706,595	-93%	-$29.9M	0.03%	650
2025 Q1	$32.4M	Sell	762,828 -6,596	-0.9%	-$283K	0.42%	38
2024 Q4	$32.8M	Sell	769,424 -98,476	-11%	-$4.23M	0.41%	38
2024 Q3	$37.7M	Sell	867,900 -19,824	-2%	-$847K	0.47%	35
2024 Q2	$37.5M	Buy	887,724 +28,672	+3%	+$1.21M	0.49%	33
2024 Q1	$36.6M	Buy	859,052 +186,607	+28%	+$7.9M	0.5%	34
2023 Q4	$28.4M	Buy	672,445 +341,383	+103%	+$14.1M	0.44%	43
2023 Q3	$13.6M	Buy	331,062 +66,221	+25%	+$2.73M	0.24%	86
2023 Q2	$11M	Buy	264,841 +13,137	+5%	+$541K	0.2%	114
2023 Q1	$10.5M	Sell	251,704 -177,406	-41%	-$7.35M	0.2%	113
2022 Q4	$17.5M	Sell	429,110 -22,653	-5%	-$927K	0.36%	52
2022 Q3	$18M	Buy	451,763 +230,193	+104%	+$9.52M	0.4%	44
2022 Q2	$8.98M	Buy	221,570 +112,724	+104%	+$4.77M	0.19%	124
2022 Q1	$4.79M	Buy	+108,846	New	+$4.82M	0.08%	291
2021 Q1	–	Sell	-184,997	Closed	-$8.41M	–	746
2020 Q4	$8.41M	Buy	184,997 +19,531	+12%	+$873K	0.2%	122
2020 Q3	$7.27M	Buy	165,466 +61,625	+59%	+$2.71M	0.22%	107
2020 Q2	$4.45M	Buy	103,841 +29,323	+39%	+$1.24M	0.15%	160
2020 Q1	$3.05M	Buy	74,518 +64,348	+633%	+$2.88M	0.23%	92
2019 Q4	$472K	Buy	+10,170	New	+$470K	0.01%	809

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

Atria Investments's SHYG Position: Q2 2026 in Review

Atria Investments increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 25% in Q2 2026, buying an estimated $436K and bringing the position to 51,241 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #713.

Atria Investments first reported a position in SHYG in Q4 2019 and has held it in 23 quarters since. The position peaked at $37.7M in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Atria Investments held 51,241 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.17M as of Q2 2026.
Atria Investments bought 10,285 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $436K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #713 holding.
Atria Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
Atria Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $37.7M in Q3 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.