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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Financial Advisory's SHYG Position: Q1 2026 in Review

Beacon Financial Advisory reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.9% in Q1 2026, selling an estimated $19.5K and leaving 6,122 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #338.

Beacon Financial Advisory first reported a position in SHYG in Q4 2020 and has held it in 18 quarters since. The position peaked at $493K in Q3 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Beacon Financial Advisory held 6,122 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $259K as of Q1 2026.
  • Beacon Financial Advisory sold 456 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $19.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #338 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 18 quarters since.
  • Beacon Financial Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $493K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.