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

Dana 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
Q1 		$285K Sell
6,727
-675
-9% -$28.8K 0.01% 520
2025
Q4 		$317K Buy
7,402
+2,725
+58% +$117K 0.01% 512
2025
Q3 		$203K Sell
4,677
-2,256
-33% -$97.1K 0.01% 553
2025
Q2 		$299K Buy
6,933
+2,155
+45% +$91.2K 0.01% 497
2025
Q1 		$203K Sell
4,778
-939
-16% -$40.3K 0.01% 532
2024
Q4 		$244K Buy
+5,717
New +$246K 0.01% 516
2024
Q1 		– Sell
-12,503
Closed -$528K – 557
2023
Q4 		$528K Buy
12,503
+932
+8% +$38.4K 0.03% 319
2023
Q3 		$475K Sell
11,571
-94
-0.8% -$3.88K 0.02% 318
2023
Q2 		$484K Sell
11,665
-188
-2% -$7.75K 0.02% 325
2023
Q1 		$494K Buy
11,853
+743
+7% +$30.8K 0.03% 311
2022
Q4 		$454K Sell
11,110
-185
-2% -$7.57K 0.02% 325
2022
Q3 		$451K Sell
11,295
-290
-3% -$12K 0.03% 318
2022
Q2 		$470K Buy
11,585
+89
+0.8% +$3.76K 0.02% 323
2022
Q1 		$505K Buy
11,496
+820
+8% +$36.3K 0.02% 266
2021
Q4 		$484K Buy
10,676
+910
+9% +$41.2K 0.02% 263
2021
Q3 		$446K Buy
9,766
+152
+2% +$6.95K 0.02% 255
2021
Q2 		$443K Buy
9,614
+958
+11% +$43.9K 0.02% 262
2021
Q1 		$397K Buy
+8,656
New +$394K 0.02% 270

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dana Investment Advisors's SHYG Position: Q1 2026 in Review

Dana Investment Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.1% in Q1 2026, selling an estimated $28.8K and leaving 6,727 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #520.

Dana Investment Advisors first reported a position in SHYG in Q1 2021 and has held it in 18 quarters since. The position peaked at $528K in Q4 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Dana Investment Advisors held 6,727 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $285K as of Q1 2026.
  • Dana Investment Advisors sold 675 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $28.8K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Dana Investment Advisors's portfolio in Q1 2026, its #520 holding.
  • Dana Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Dana Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $528K in Q4 2023.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.