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

Clearstead 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	$11.5M	Buy	+271,154	New	+$11.5M	0.11%	158
2026 Q1	–	Sell	-257,425	Closed	-$11M	–	2768
2025 Q4	$11M	Sell	257,425 -405	-0.2%	-$17.4K	0.14%	132
2025 Q3	$11.2M	Sell	257,830 -3,144	-1%	-$135K	0.15%	132
2025 Q2	$11.3M	Buy	260,974 +108,019	+71%	+$4.57M	0.16%	121
2025 Q1	$6.5M	Buy	152,955 +96	+0.1%	+$4.12K	0.1%	150
2024 Q4	$6.51M	Sell	152,859 -86,135	-36%	-$3.7M	0.1%	151
2024 Q3	$10.4M	Sell	238,994 -2,077	-0.9%	-$88.8K	0.16%	131
2024 Q2	$10.2M	Buy	241,071 +240,826	+98,296%	+$10.1M	0.17%	122
2024 Q1	$10.3K	Buy	245 +108	+79%	+$4.57K	﹤0.01%	1054
2023 Q4	$5.79K	Buy	+137	New	+$5.65K	﹤0.01%	1147
2022 Q2	–	Sell	-493	Closed	-$22K	–	1429
2022 Q1	$22K	Hold	493	–	–	﹤0.01%	850
2021 Q4	$22K	Sell	493 -967	-66%	-$43.8K	﹤0.01%	806
2021 Q3	$67K	Buy	+1,460	New	+$66.8K	0.01%	564

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

Clearstead Advisors's SHYG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 271,154 shares worth $11.5M. The stake represents 0.11% of the portfolio and ranks #158 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SHYG as recently as Q4 2025.

Clearstead Advisors first reported a position in SHYG in Q3 2021 and has held it in 13 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Clearstead Advisors held 271,154 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $11.5M as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Clearstead Advisors position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.11% of Clearstead Advisors's portfolio in Q2 2026, its #158 holding.
Clearstead Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and has held it in 13 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.