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

Concurrent Investment 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	$1.83M	Buy	43,235 +22,613	+110%	+$959K	0.02%	749
2026 Q1	$873K	Sell	20,622 -14,957	-42%	-$638K	0.01%	930
2025 Q4	$1.53M	Buy	35,579 +22,241	+167%	+$954K	0.02%	665
2025 Q3	$578K	Buy	+13,338	New	+$574K	0.01%	850

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

Concurrent Investment Advisors's SHYG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 110% in Q2 2026, buying an estimated $959K and bringing the position to 43,235 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #749.

Concurrent Investment Advisors first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Concurrent Investment Advisors held 43,235 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.83M as of Q2 2026.
Concurrent Investment Advisors bought 22,613 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $959K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #749 holding.
Concurrent Investment 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.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.