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

Continuum Advisory’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 Q1	$3.09M	Sell	73,056 -319	-0.4%	-$13.6K	0.3%	79
2025 Q4	$3.15M	Buy	73,375 +13,174	+22%	+$565K	0.32%	77
2025 Q3	$2.61M	Buy	60,201 +7,806	+15%	+$336K	0.28%	89
2025 Q2	$2.26M	Buy	52,395 +4,579	+10%	+$194K	0.27%	87
2025 Q1	$2.03M	Buy	47,816 +2,419	+5%	+$104K	0.26%	87
2024 Q4	$1.93M	Buy	45,397 +2,986	+7%	+$128K	0.25%	96
2024 Q3	$1.82M	Buy	42,411 +5,160	+14%	+$221K	0.23%	97
2024 Q2	$1.57M	Buy	37,251 +2,210	+6%	+$93K	0.23%	100
2024 Q1	$1.48M	Sell	35,041 -5,504	-14%	-$233K	0.22%	105
2023 Q4	$1.71M	Buy	40,545 +4,661	+13%	+$192K	0.24%	110
2023 Q3	$1.47M	Buy	35,884 +11,653	+48%	+$481K	0.24%	112
2023 Q2	$1M	Buy	24,231 +5,827	+32%	+$240K	0.16%	165
2023 Q1	$767K	Buy	18,404 +3,804	+26%	+$158K	0.13%	188
2022 Q4	$597K	Buy	14,600 +4,798	+49%	+$196K	0.11%	224
2022 Q3	$391K	Sell	9,802 -48,504	-83%	-$2.01M	0.07%	283
2022 Q2	$2.36M	Buy	58,306 +13,796	+31%	+$584K	0.43%	51
2022 Q1	$1.9M	Buy	+44,510	New	+$1.97M	0.36%	75
2020 Q2	–	Sell	-16,807	Closed	-$669K	–	163
2020 Q1	$669K	Buy	+16,807	New	+$753K	0.45%	61
2019 Q1	–	Sell	-5,454	Closed	-$243K	–	156
2018 Q4	$243K	Sell	5,454 -531	-9%	-$24.4K	0.18%	130
2018 Q3	$281K	Buy	5,985 +734	+14%	+$34.4K	0.19%	115
2018 Q2	$245K	Buy	+5,251	New	+$245K	0.18%	121

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Continuum Advisory's SHYG Position: Q1 2026 in Review

Continuum Advisory reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.43% in Q1 2026, selling an estimated $13.6K and leaving 73,056 shares worth $3.09M. The position accounts for 0.3% of the portfolio, ranked #79.

Continuum Advisory first reported a position in SHYG in Q2 2018 and has held it in 21 quarters since. The position peaked at $3.15M in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Continuum Advisory held 73,056 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.09M as of Q1 2026.
Continuum Advisory sold 319 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $13.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.3% of Continuum Advisory's portfolio in Q1 2026, its #79 holding.
Continuum Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and has held it in 21 quarters since.
Continuum Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.15M in Q4 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.