Clune & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Clune & Associates’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	$1.61M	Sell	38,018 -37,424	-50%	-$1.59M	0.24%	65
2026 Q1	$3.19M	Sell	75,442 -33,621	-31%	-$1.44M	0.6%	44
2025 Q4	$4.68M	Buy	109,063 +7,441	+7%	+$319K	1.01%	30
2025 Q3	$4.4M	Sell	101,622 -862	-0.8%	-$37.1K	1.1%	27
2025 Q2	$4.42M	Buy	102,484 +5,483	+6%	+$232K	1.21%	24
2025 Q1	$4.12M	Buy	97,001 +2,888	+3%	+$124K	1.27%	21
2024 Q4	$4.01M	Buy	+94,113	New	+$4.05M	1.33%	18

Other funds holding SHYG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Clune & Associates's SHYG Position: Q2 2026 in Review

Clune & Associates reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 50% in Q2 2026, selling an estimated $1.59M and leaving 38,018 shares worth $1.61M. The position accounts for 0.24% of the portfolio, ranked #65.

Clune & Associates first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.68M in Q4 2025. 113 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Clune & Associates held 38,018 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.61M as of Q2 2026.
Clune & Associates sold 37,424 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.59M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.24% of Clune & Associates's portfolio in Q2 2026, its #65 holding.
Clune & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.68M in Q4 2025.
113 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.