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

Beacon Pointe 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	$1.4M	Buy	32,948 +1,299	+4%	+$55.1K	0.01%	900
2026 Q1	$1.34M	Buy	31,649 +4,097	+15%	+$175K	0.01%	883
2025 Q4	$1.18M	Buy	27,552 +15,442	+128%	+$663K	0.01%	779
2025 Q3	$524K	Sell	12,110 -23,592	-66%	-$1.02M	﹤0.01%	997
2025 Q2	$1.54M	Sell	35,702 -6,035	-14%	-$255K	0.02%	541
2025 Q1	$1.77M	Sell	41,737 -554	-1%	-$23.8K	0.02%	487
2024 Q4	$1.8M	Buy	42,291 +2,605	+7%	+$112K	0.02%	487
2024 Q3	$1.72M	Sell	39,686 -11,865	-23%	-$507K	0.02%	499
2024 Q2	$2.18M	Sell	51,551 -7,621	-13%	-$321K	0.03%	456
2024 Q1	$2.52M	Buy	59,172 +3,459	+6%	+$146K	0.03%	442
2023 Q4	$2.35M	Sell	55,713 -12,630	-18%	-$521K	0.03%	440
2023 Q3	$2.8M	Buy	68,343 +19,321	+39%	+$798K	0.03%	393
2023 Q2	$2.03M	Sell	49,022 -22,388	-31%	-$923K	0.03%	369
2023 Q1	$2.98M	Buy	71,410 +6,893	+11%	+$285K	0.05%	307
2022 Q4	$2.64M	Buy	64,517 +24,407	+61%	+$998K	0.05%	304
2022 Q3	$1.6M	Sell	40,110 -54,776	-58%	-$2.26M	0.04%	361
2022 Q2	$3.85M	Sell	94,886 -304,442	-76%	-$12.9M	0.08%	218
2022 Q1	$17.6M	Buy	399,328 +368,307	+1,187%	+$16.3M	0.24%	102
2021 Q4	$1.41M	Sell	31,021 -361,750	-92%	-$16.4M	0.04%	318
2021 Q3	$17.9M	Buy	392,771 +256,739	+189%	+$11.7M	0.44%	53
2021 Q2	$6.27M	Buy	136,032 +38,659	+40%	+$1.77M	0.22%	103
2021 Q1	$4.45M	Buy	97,373 +32,678	+51%	+$1.49M	0.27%	75
2020 Q4	$2.93M	Buy	64,695 +22,234	+52%	+$993K	0.2%	100
2020 Q3	$1.87M	Buy	42,461 +30,801	+264%	+$1.35M	0.18%	108
2020 Q2	$499K	Buy	11,660 +4,218	+57%	+$178K	0.05%	230
2020 Q1	$306K	Buy	7,442 +2,377	+47%	+$107K	0.05%	233
2019 Q4	$235K	Buy	+5,065	New	+$234K	0.07%	195

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 Pointe Advisors's SHYG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.1% in Q2 2026, buying an estimated $55.1K and bringing the position to 32,948 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #900.

Beacon Pointe Advisors first reported a position in SHYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.9M in Q3 2021. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Beacon Pointe Advisors held 32,948 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.4M as of Q2 2026.
Beacon Pointe Advisors bought 1,299 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $55.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #900 holding.
Beacon Pointe Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Beacon Pointe Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17.9M in Q3 2021.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.