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Brindle & Bay Financial Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Brindle & Bay Financial 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 		$412K Buy
9,719
+1,143
+13% +$48.5K 0.21% 64
2026
Q1 		$363K Sell
8,576
-7,201
-46% -$307K 0.22% 59
2025
Q4 		$676K Buy
+15,777
New +$677K 0.45% 54

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brindle & Bay Financial Advisors's SHYG Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 13% in Q2 2026, buying an estimated $48.5K and bringing the position to 9,719 shares worth $412K. The position accounts for 0.21% of the portfolio, ranked #64.

Brindle & Bay Financial Advisors first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $676K in Q4 2025. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Brindle & Bay Financial Advisors held 9,719 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $412K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 1,143 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $48.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.21% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Brindle & Bay Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Brindle & Bay Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $676K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.