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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
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
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 $49B AUM 17.78% 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 $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Pointe Advisors's SHYG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q1 2026, buying an estimated $175K and bringing the position to 31,649 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #883.

Beacon Pointe Advisors first reported a position in SHYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.9M in Q3 2021. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Beacon Pointe Advisors held 31,649 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.34M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,097 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $175K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #883 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 26 quarters since.
  • Beacon Pointe Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17.9M in Q3 2021.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.