Core Wealth Advisors (Florida)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Core Wealth Advisors (Florida)’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	$557K	Buy	13,127 +4,595	+54%	+$195K	0.11%	77
2026 Q1	$361K	Buy	+8,532	New	+$364K	0.09%	84
2024 Q2	–	Sell	-1,593	Closed	-$67.8K	–	208
2024 Q1	$67.8K	Hold	1,593	–	–	0.02%	93
2023 Q4	$67.3K	Sell	1,593 -39	-2%	-$1.61K	0.02%	81
2023 Q3	$67K	Hold	1,632	–	–	0.03%	72
2023 Q2	$67.6K	Sell	1,632 -66,911	-98%	-$2.76M	0.03%	73
2023 Q1	$2.86M	Sell	68,543 -1,242	-2%	-$51.4K	1.14%	12
2022 Q4	$2.85M	Sell	69,785 -13,327	-16%	-$545K	1.25%	11
2022 Q3	$3.32M	Sell	83,112 -17,584	-17%	-$727K	1.93%	10
2022 Q2	$4.08M	Sell	100,696 -41,275	-29%	-$1.75M	2.51%	10
2022 Q1	$6.24M	Buy	141,971 +3,853	+3%	+$171K	3.5%	7
2021 Q4	$6.26M	Buy	138,118 +828	+0.6%	+$37.5K	3.74%	7
2021 Q3	$6.27M	Buy	137,290 +5,811	+4%	+$266K	4.16%	6
2021 Q2	$6.06M	Buy	+131,479	New	+$6.03M	4.04%	7

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

Core Wealth Advisors (Florida)'s SHYG Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 54% in Q2 2026, buying an estimated $195K and bringing the position to 13,127 shares worth $557K. The position accounts for 0.11% of the portfolio, ranked #77.

Core Wealth Advisors (Florida) first reported a position in SHYG in Q2 2021 and has held it in 14 quarters since. The position peaked at $6.27M in Q3 2021. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Core Wealth Advisors (Florida) held 13,127 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $557K as of Q2 2026.
Core Wealth Advisors (Florida) bought 4,595 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $195K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.11% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #77 holding.
Core Wealth Advisors (Florida) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and has held it in 14 quarters since.
Core Wealth Advisors (Florida)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.27M in Q3 2021.
567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.