AWM
SHYG icon

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

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return