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

Ausdal Financial Partners’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	$568K	Buy	13,431 +1,486	+12%	+$63.4K	0.03%	540
2025 Q4	$512K	Buy	11,945 +1,760	+17%	+$75.5K	0.02%	545
2025 Q3	$441K	Buy	+10,185	New	+$439K	0.02%	596
2025 Q2	–	Sell	-9,297	Closed	-$395K	–	728
2025 Q1	$395K	Buy	+9,297	New	+$399K	0.03%	438
2023 Q2	–	Sell	-6,071	Closed	-$253K	–	464
2023 Q1	$253K	Sell	6,071 -30,002	-83%	-$1.24M	0.03%	374
2022 Q4	$1.48M	Buy	36,073 +5,189	+17%	+$212K	0.21%	113
2022 Q3	$1.23M	Sell	30,884 -18	-0.1%	-$744	0.19%	124
2022 Q2	$1.25M	Buy	30,902 +99	+0.3%	+$4.19K	0.19%	144
2022 Q1	$1.35M	Sell	30,803 -2,253	-7%	-$99.8K	0.18%	147
2021 Q4	$1.5M	Buy	+33,056	New	+$1.5M	0.2%	141
2021 Q1	–	Sell	-5,163	Closed	-$235K	–	460
2020 Q4	$235K	Buy	+5,163	New	+$231K	0.05%	358
2018 Q4	–	Sell	-40,701	Closed	-$1.92M	–	374
2018 Q3	$1.92M	Buy	40,701 +8,600	+27%	+$403K	0.54%	43
2018 Q2	$1.5M	Buy	32,101 +2,965	+10%	+$139K	0.46%	49
2018 Q1	$1.36M	Buy	29,136 +4,457	+18%	+$209K	0.47%	52
2017 Q4	$1.16M	Buy	+24,679	New	+$1.17M	0.42%	62

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

Ausdal Financial Partners's SHYG Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q1 2026, buying an estimated $63.4K and bringing the position to 13,431 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #540.

Ausdal Financial Partners first reported a position in SHYG in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2018. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Ausdal Financial Partners held 13,431 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $568K as of Q1 2026.
Ausdal Financial Partners bought 1,486 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $63.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #540 holding.
Ausdal Financial Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 15 quarters since.
Ausdal Financial Partners's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.92M in Q3 2018.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.