Benjamin Edwards Inc’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Benjamin Edwards Inc’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	–	Sell	-26,068	Closed	-$1.12M	–	1413
2025 Q4	$1.12M	Sell	26,068 -106	-0.4%	-$4.55K	0.01%	668
2025 Q3	$1.13M	Sell	26,174 -27,029	-51%	-$1.16M	0.01%	644
2025 Q2	$2.3M	Buy	+53,203	New	+$2.25M	0.03%	429
2025 Q1	–	Sell	-36,025	Closed	-$1.54M	–	1153
2024 Q4	$1.54M	Buy	+36,025	New	+$1.55M	0.02%	496
2024 Q3	–	Sell	-34,938	Closed	-$1.47M	–	1186
2024 Q2	$1.47M	Buy	+34,938	New	+$1.47M	0.28%	93

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Benjamin Edwards Inc's SHYG Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 26,068 shares — an estimated $1.12M sold.

Benjamin Edwards Inc first reported a position in SHYG in Q2 2024 and held it in 5 quarters. The position peaked at $2.3M in Q2 2025. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Benjamin Edwards Inc reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 26,068 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.12M.
Benjamin Edwards Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 5 quarters.
Benjamin Edwards Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.3M in Q2 2025.
555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.