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

Crewe 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	$34.8K	Buy	+821	New	+$34.8K	﹤0.01%	503
2026 Q1	–	Sell	-440	Closed	-$18.9K	–	1133
2025 Q4	$18.9K	Buy	440 +382	+659%	+$16.4K	﹤0.01%	502
2025 Q3	$2.51K	Sell	58 -12	-17%	-$517	﹤0.01%	817
2025 Q2	$3.02K	Hold	70	–	–	﹤0.01%	561
2025 Q1	$2.98K	Hold	70	–	–	﹤0.01%	523
2024 Q4	$2.98K	Buy	+70	New	+$3.01K	﹤0.01%	503
2024 Q3	–	Sell	-164	Closed	-$6.92K	–	957
2024 Q2	$6.92K	Hold	164	–	–	﹤0.01%	744
2024 Q1	$6.98K	Buy	+164	New	+$6.94K	﹤0.01%	675

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

Crewe Advisors's SHYG Position: Q2 2026 in Review

Crewe Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 821 shares worth $34.8K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in SHYG as recently as Q4 2025.

Crewe Advisors first reported a position in SHYG in Q1 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Crewe Advisors held 821 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $34.8K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Crewe Advisors position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #503 holding.
Crewe Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 8 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 Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.