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

Avior Wealth Management’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 		$7.17M Buy
169,050
+115,244
+214% +$4.89M 0.19% 111
2026
Q1 		$2.28M Sell
53,806
-121,695
-69% -$5.19M 0.06% 234
2025
Q4 		$7.52M Buy
175,501
+1,650
+0.9% +$70.8K 0.23% 81
2025
Q3 		$7.53M Buy
173,851
+50,649
+41% +$2.18M 0.24% 77
2025
Q2 		$5.31M Buy
123,202
+33,525
+37% +$1.42M 0.18% 98
2025
Q1 		$3.81M Sell
89,677
-3,078
-3% -$132K 0.14% 118
2024
Q4 		$3.95M Buy
92,755
+7,619
+9% +$327K 0.14% 112
2024
Q3 		$3.7M Buy
85,136
+113
+0.1% +$4.83K 0.15% 115
2024
Q2 		$3.59M Buy
85,023
+50,363
+145% +$2.12M 0.15% 114
2024
Q1 		$1.47M Buy
34,660
+33,763
+3,764% +$1.43M 0.07% 210
2023
Q4 		$37.9K Sell
897
-276
-24% -$11.4K ﹤0.01% 784
2023
Q3 		$48.2K Buy
1,173
+19
+2% +$785 ﹤0.01% 766
2023
Q2 		$47.8K Sell
1,154
-82
-7% -$3.38K ﹤0.01% 770
2023
Q1 		$51.5K Sell
1,236
-75
-6% -$3.11K ﹤0.01% 759
2022
Q4 		$53.6K Sell
1,311
-233
-15% -$9.53K ﹤0.01% 616
2022
Q3 		$61K Sell
1,544
-11
-0.7% -$455 0.01% 581
2022
Q2 		$63K Buy
1,555
+93
+6% +$3.93K 0.01% 536
2022
Q1 		$64K Sell
1,462
-1,473
-50% -$65.2K 0.01% 558
2021
Q4 		$132K Buy
2,935
+16
+0.5% +$725 0.01% 472
2021
Q3 		$133K Hold
2,919
– – 0.01% 459
2021
Q2 		$134K Sell
2,919
-1,073
-27% -$49.2K 0.01% 438
2021
Q1 		$182K Buy
3,992
+1,701
+74% +$77.4K 0.02% 407
2020
Q4 		$104K Buy
2,291
+92
+4% +$4.11K 0.01% 438
2020
Q3 		$96K Sell
2,199
-206
-9% -$9.05K 0.01% 455
2020
Q2 		$103K Buy
2,405
+292
+14% +$12.3K 0.02% 436
2020
Q1 		$86K Sell
2,113
-40
-2% -$1.79K 0.02% 423
2019
Q4 		$99K Buy
2,153
+5
+0.2% +$231 0.02% 427
2019
Q3 		$99K Buy
2,148
+4
+0.2% +$186 0.02% 410
2019
Q2 		$100K Buy
2,144
+81
+4% +$3.77K 0.02% 407
2019
Q1 		$96K Buy
2,063
+745
+57% +$34.4K 0.02% 402
2018
Q4 		$58K Hold
1,318
– – 0.01% 461
2018
Q3 		$62K Hold
1,318
– – 0.01% 470
2018
Q2 		$61K Buy
1,318
+950
+258% +$44.4K 0.01% 472
2018
Q1 		$17K Buy
+368
New +$17.3K ﹤0.01% 553

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's SHYG Position: Q2 2026 in Review

Avior Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 214% in Q2 2026, buying an estimated $4.89M and bringing the position to 169,050 shares worth $7.17M. The position accounts for 0.19% of the portfolio, ranked #111.

Avior Wealth Management first reported a position in SHYG in Q1 2018 and has held it in 34 quarters since. The position peaked at $7.53M in Q3 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Avior Wealth Management held 169,050 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.17M as of Q2 2026.
  • Avior Wealth Management bought 115,244 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $4.89M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.19% of Avior Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Avior Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Avior Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.53M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.