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

Beacon Financial Advisory’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	$212K	Sell	5,005 -1,117	-18%	-$47.4K	0.04%	401
2026 Q1	$259K	Sell	6,122 -456	-7%	-$19.5K	0.06%	338
2025 Q4	$282K	Sell	6,578 -580	-8%	-$24.9K	0.07%	310
2025 Q3	$310K	Sell	7,158 -981	-12%	-$42.2K	0.07%	288
2025 Q2	$351K	Sell	8,139 -92	-1%	-$3.89K	0.09%	253
2025 Q1	$350K	Sell	8,231 -1,341	-14%	-$57.5K	0.11%	218
2024 Q4	$408K	Sell	9,572 -1,786	-16%	-$76.8K	0.13%	187
2024 Q3	$493K	Buy	11,358 +31	+0.3%	+$1.32K	0.17%	158
2024 Q2	$478K	Buy	11,327 +190	+2%	+$8K	0.18%	150
2024 Q1	$474K	Buy	11,137 +48	+0.4%	+$2.03K	0.23%	126
2023 Q4	$468K	Buy	11,089 +376	+4%	+$15.5K	0.23%	125
2023 Q3	$440K	Buy	10,713 +294	+3%	+$12.1K	0.24%	126
2023 Q2	$432K	Buy	10,419 +1,853	+22%	+$76.4K	0.25%	130
2023 Q1	$357K	Buy	8,566 +520	+6%	+$21.5K	0.23%	136
2022 Q4	$329K	Buy	+8,046	New	+$329K	0.24%	133
2022 Q1	–	Sell	-5,717	Closed	-$259K	–	249
2021 Q4	$259K	Buy	5,717 +1,111	+24%	+$50.4K	0.12%	201
2021 Q3	$210K	Buy	+4,606	New	+$211K	0.11%	219
2021 Q2	–	Sell	-4,386	Closed	-$201K	–	235
2021 Q1	$201K	Sell	4,386 -2,829	-39%	-$129K	0.12%	216
2020 Q4	$327K	Buy	+7,215	New	+$322K	0.21%	138

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Beacon Financial Advisory's SHYG Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 18% in Q2 2026, selling an estimated $47.4K and leaving 5,005 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #401.

Beacon Financial Advisory first reported a position in SHYG in Q4 2020 and has held it in 19 quarters since. The position peaked at $493K in Q3 2024. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Beacon Financial Advisory held 5,005 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $212K as of Q2 2026.
Beacon Financial Advisory sold 1,117 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $47.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #401 holding.
Beacon Financial Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
Beacon Financial Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $493K in Q3 2024.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.