CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$629K	Hold	14,836	–	–	0.01%	225
2026 Q1	$628K	Hold	14,836	–	–	0.01%	194
2025 Q4	$636K	Buy	+14,836	New	+$637K	0.01%	181
2022 Q1	–	Sell	-34,321	Closed	-$1.55M	–	195
2021 Q4	$1.55M	Sell	34,321 -26,559	-44%	-$1.2M	0.06%	107
2021 Q3	$2.78M	Sell	60,880 -2,747	-4%	-$126K	0.11%	78
2021 Q2	$2.93M	Buy	63,627 +4,019	+7%	+$184K	0.12%	79
2021 Q1	$2.73M	Sell	59,608 -20,206	-25%	-$920K	0.13%	81
2020 Q4	$3.63M	Buy	79,814 +1,833	+2%	+$81.9K	0.18%	64
2020 Q3	$3.43M	Buy	77,981 +1,684	+2%	+$74K	0.19%	65
2020 Q2	$3.27M	Buy	+76,297	New	+$3.22M	0.2%	63
2019 Q4	$6.05M	Buy	+130,238	New	+$6.02M	0.48%	33

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

CLA (CliftonLarsonAllen) Wealth Advisors's SHYG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 14,836 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #225.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SHYG in Q4 2019 and has held it in 11 quarters since. The position peaked at $6.05M in Q4 2019. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 14,836 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $629K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth 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 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #225 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 11 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.05M in Q4 2019.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.