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

Cahill 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	$338K	Hold	7,979	–	–	0.03%	237
2026 Q1	$338K	Buy	7,979 +1,222	+18%	+$52.2K	0.04%	226
2025 Q4	$290K	Buy	6,757 +2,075	+44%	+$89K	0.03%	245
2025 Q3	$203K	Buy	+4,682	New	+$202K	0.02%	284
2023 Q2	–	Sell	-54,496	Closed	-$2.27M	–	244
2023 Q1	$2.27M	Buy	54,496 +4,063	+8%	+$168K	0.4%	54
2022 Q4	$2.06M	Buy	+50,433	New	+$2.06M	0.4%	59

Other funds holding SHYG

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG

Arch Capital Group Pembroke, Bermuda $291M AUM 0.79% 1-Year Est. Return

Cahill Financial Advisors's SHYG Position: Q2 2026 in Review

Cahill Financial Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 7,979 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #237.

Cahill Financial Advisors first reported a position in SHYG in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.27M in Q1 2023. 445 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Cahill Financial Advisors held 7,979 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $338K as of Q2 2026.
Cahill Financial Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #237 holding.
Cahill Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
Cahill Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.27M in Q1 2023.
445 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.