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B. Riley Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

B. Riley Wealth Advisors’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 		$235K Buy
+5,539
New +$235K 0.01% 712
2025
Q4 		– Sell
-4,862
Closed -$211K – 1145
2025
Q3 		$211K Buy
4,862
+180
+4% +$7.75K 0.01% 875
2025
Q2 		$202K Sell
4,682
-2,736
-37% -$116K 0.01% 895
2025
Q1 		$315K Buy
7,418
+1,172
+19% +$50.3K 0.01% 948
2024
Q4 		$266K Sell
6,246
-3,338
-35% -$143K 0.01% 917
2024
Q3 		$415K Sell
9,584
-1,499
-14% -$64.1K 0.01% 818
2024
Q2 		$468K Sell
11,083
-9,148
-45% -$385K 0.01% 848
2024
Q1 		$830K Buy
20,231
+3,575
+21% +$151K 0.02% 591
2023
Q4 		$703K Sell
16,656
-3,575
-18% -$147K 0.02% 657
2023
Q3 		$830K Sell
20,231
-3,100
-13% -$128K 0.02% 591
2023
Q2 		$967K Sell
23,331
-557
-2% -$23K 0.02% 583
2023
Q1 		$996K Sell
23,888
-93,448
-80% -$3.87M 0.03% 539
2022
Q4 		$4.8M Buy
117,336
+100,493
+597% +$4.11M 0.13% 172
2022
Q3 		$673K Sell
16,843
-11,146
-40% -$461K 0.02% 652
2022
Q2 		$1.14M Buy
27,989
+1,735
+7% +$73.4K 0.05% 382
2022
Q1 		$1.16M Sell
26,254
-209
-0.8% -$9.26K 0.04% 443
2021
Q4 		$1.2M Buy
26,463
+6,016
+29% +$273K 0.03% 474
2021
Q3 		$935K Sell
20,447
-6,320
-24% -$289K 0.03% 541
2021
Q2 		$1.23M Sell
26,767
-2,100
-7% -$96.2K 0.04% 451
2021
Q1 		$1.32M Sell
28,867
-62,487
-68% -$2.84M 0.05% 409
2020
Q4 		$4.15M Buy
91,354
+6,476
+8% +$289K 0.22% 105
2020
Q3 		$3.73M Buy
84,878
+6,885
+9% +$303K 0.2% 117
2020
Q2 		$3.35M Buy
77,993
+6,479
+9% +$274K 0.22% 110
2020
Q1 		$2.92M Buy
71,514
+54,238
+314% +$2.43M 0.25% 98
2019
Q4 		$803K Buy
17,276
+4,262
+33% +$197K 0.07% 280
2019
Q3 		$606K Buy
13,014
+4,728
+57% +$220K 0.06% 339
2019
Q2 		$387K Buy
8,286
+179
+2% +$8.33K 0.04% 473
2019
Q1 		$379K Buy
8,107
+1,608
+25% +$74.2K 0.05% 418
2018
Q4 		$290K Buy
6,499
+1,587
+32% +$72.8K 0.04% 449
2018
Q3 		$232K Buy
+4,912
New +$230K 0.03% 594

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

B. Riley Wealth Advisors's SHYG Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 5,539 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SHYG as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in SHYG in Q3 2018 and has held it in 30 quarters since. The position peaked at $4.8M in Q4 2022. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • B. Riley Wealth Advisors held 5,539 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $235K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #712 holding.
  • B. Riley Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • B. Riley Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.8M in Q4 2022.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.