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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.26M Buy
29,822
+5,997
+25% +$254K 0.13% 132
2026
Q1
$1.01M Buy
23,825
+1,390
+6% +$59.3K 0.12% 147
2025
Q4
$962K Buy
22,435
+1,959
+10% +$84.1K 0.13% 137
2025
Q3
$887K Buy
+20,476
New +$882K 0.13% 141

Other funds holding SHYG

Claro Advisors's SHYG Position: Q2 2026 in Review

Claro Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 25% in Q2 2026, buying an estimated $254K and bringing the position to 29,822 shares worth $1.26M. The position accounts for 0.13% of the portfolio, ranked #132.

Claro Advisors first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Claro Advisors held 29,822 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.26M as of Q2 2026.
  • Claro Advisors bought 5,997 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of Claro Advisors's portfolio in Q2 2026, its #132 holding.
  • Claro Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.