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

Avion Wealth’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	–	Sell	-825	Closed	-$35K	–	1563
2025 Q4	$35K	Hold	825	–	–	0.01%	257
2025 Q3	$35K	Hold	825	–	–	0.01%	261
2025 Q2	$35K	Hold	825	–	–	0.01%	240
2025 Q1	$35K	Hold	825	–	–	0.01%	231
2024 Q4	$35K	Hold	825	–	–	0.01%	230
2024 Q3	$35K	Hold	825	–	–	0.01%	200
2024 Q2	$34K	Hold	825	–	–	0.01%	194
2024 Q1	$36K	Hold	825	–	–	0.01%	185
2023 Q4	$35K	Hold	825	–	–	0.01%	178
2023 Q3	$33K	Hold	825	–	–	0.01%	176
2023 Q2	$34K	Hold	825	–	–	0.01%	185
2023 Q1	$33K	Hold	825	–	–	0.01%	181
2022 Q4	$32K	Hold	825	–	–	0.01%	183
2022 Q3	$33K	Sell	825 -375	-31%	-$15.5K	0.01%	181
2022 Q2	$49K	Buy	+1,200	New	+$50.8K	0.02%	144

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avion Wealth's SHYG Position: Q1 2026 in Review

Avion Wealth sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 825 shares — an estimated $35K sold.

Avion Wealth first reported a position in SHYG in Q2 2022 and held it in 15 quarters. The position peaked at $49K in Q2 2022. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Avion Wealth reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 825 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $35K.
Avion Wealth first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 15 quarters.
Avion Wealth's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $49K in Q2 2022.
555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.