Avantax Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$7.16M	Buy	165,940 +10,975	+7%	+$464K	0.04%	345
2025 Q1	$6.59M	Sell	154,965 -34	-0%	-$1.46K	0.04%	336
2024 Q4	$6.6M	Buy	154,999 +8,080	+5%	+$347K	0.04%	321
2024 Q3	$6.38M	Buy	146,919 +13,793	+10%	+$589K	0.04%	330
2024 Q2	$5.62M	Buy	133,126 +109,207	+457%	+$4.6M	0.04%	335
2024 Q1	$1.02M	Buy	23,919 +13,626	+132%	+$577K	0.01%	737
2023 Q4	$435K	Buy	10,293 +170	+2%	+$7.01K	﹤0.01%	1055
2023 Q3	$415K	Buy	10,123 +1,284	+15%	+$53K	﹤0.01%	1028
2023 Q2	$366K	Buy	8,839 +78	+0.9%	+$3.21K	﹤0.01%	1080
2023 Q1	$365K	Sell	8,761 -69,940	-89%	-$2.9M	﹤0.01%	1045
2022 Q4	$3.22M	Buy	78,701 +68,948	+707%	+$2.82M	0.04%	316
2022 Q3	$390K	Buy	9,753 +867	+10%	+$35.8K	0.01%	892
2022 Q2	$360K	Sell	8,886 -145	-2%	-$6.13K	0.01%	926
2022 Q1	$400K	Sell	9,031 -2	-0%	-$89	0.01%	874
2021 Q4	$409K	Buy	9,033 +269	+3%	+$12.2K	0.01%	834
2021 Q3	$399K	Sell	8,764 -2,890	-25%	-$132K	0.01%	804
2021 Q2	$536K	Sell	11,654 -1,484	-11%	-$68K	0.01%	685
2021 Q1	$600K	Sell	13,138 -5,234	-28%	-$238K	0.01%	566
2020 Q4	$834K	Buy	18,372 +1,994	+12%	+$89.1K	0.02%	412
2020 Q3	$719K	Buy	16,378 +9,153	+127%	+$402K	0.01%	658
2020 Q2	$309K	Buy	7,225 +2,243	+45%	+$94.8K	0.01%	625
2020 Q1	$204K	Buy	4,982 +1	+0%	+$45	0.01%	716
2019 Q4	$232K	Buy	+4,981	New	+$230K	0.01%	731

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Avantax Advisory Services's SHYG Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.1% in Q2 2025, buying an estimated $464K and bringing the position to 165,940 shares worth $7.16M. The position accounts for 0.04% of the portfolio, ranked #345.

Avantax Advisory Services first reported a position in SHYG in Q4 2019 and has held it in 23 quarters since. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

Avantax Advisory Services held 165,940 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.16M as of Q2 2025.
Avantax Advisory Services bought 10,975 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $464K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #345 holding.
Avantax Advisory Services 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.
533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.