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

Csenge Advisory Group’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 		$1.92M Sell
45,314
-213
-0.5% -$9.04K 0.08% 213
2026
Q1 		$1.93M Buy
45,527
+4,690
+11% +$200K 0.09% 186
2025
Q4 		$1.75M Sell
40,837
-3,080
-7% -$132K 0.08% 202
2025
Q3 		$1.9M Sell
43,917
-25,073
-36% -$1.08M 0.09% 183
2025
Q2 		$2.95M Sell
68,990
-3,400
-5% -$144K 0.16% 117
2025
Q1 		$3.03M Buy
72,390
+11,340
+19% +$487K 0.17% 111
2024
Q4 		$2.6M Buy
61,050
+2,244
+4% +$96.4K 0.14% 122
2024
Q3 		$2.53M Buy
58,806
+2,914
+5% +$125K 0.13% 126
2024
Q2 		$2.36M Buy
55,892
+11,711
+27% +$493K 0.13% 121
2024
Q1 		$1.88M Buy
44,181
+6,754
+18% +$286K 0.11% 153
2023
Q4 		$1.58M Buy
37,427
+9,136
+32% +$377K 0.1% 173
2023
Q3 		$1.16M Buy
28,291
+972
+4% +$40.1K 0.08% 193
2023
Q2 		$1.13M Buy
27,319
+254
+0.9% +$10.5K 0.08% 196
2023
Q1 		$1.13M Sell
27,065
-20,248
-43% -$838K 0.08% 186
2022
Q4 		$1.93M Buy
47,313
+30,024
+174% +$1.23M 0.15% 132
2022
Q3 		$691K Sell
17,289
-505
-3% -$20.9K 0.06% 270
2022
Q2 		$722K Buy
17,794
+3,150
+22% +$133K 0.06% 274
2022
Q1 		$644K Sell
14,644
-1,804
-11% -$79.9K 0.05% 318
2021
Q4 		$756K Buy
16,448
+542
+3% +$24.6K 0.07% 257
2021
Q3 		$724K Sell
15,906
-542
-3% -$24.8K 0.06% 286
2021
Q2 		$756K Buy
16,448
+639
+4% +$29.3K 0.07% 258
2021
Q1 		$723K Buy
15,809
+24
+0.2% +$1.09K 0.07% 205
2020
Q4 		$717K Buy
15,785
+1,599
+11% +$71.4K 0.09% 176
2020
Q3 		$624K Buy
14,186
+8,705
+159% +$383K 0.09% 183
2020
Q2 		$235K Buy
+5,481
New +$232K 0.03% 317

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Csenge Advisory Group's SHYG Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.47% in Q2 2026, selling an estimated $9.04K and leaving 45,314 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #213.

Csenge Advisory Group first reported a position in SHYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.03M in Q1 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Csenge Advisory Group held 45,314 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.92M as of Q2 2026.
  • Csenge Advisory Group sold 213 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.04K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.08% of Csenge Advisory Group's portfolio in Q2 2026, its #213 holding.
  • Csenge Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Csenge Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.03M in Q1 2025.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.