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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
Q2 		$288K Buy
6,801
+74
+1% +$3.14K 0.01% 538
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 $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

Dana Investment Advisors's SHYG Position: Q2 2026 in Review

Dana Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.1% in Q2 2026, buying an estimated $3.14K and bringing the position to 6,801 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #538.

Dana Investment Advisors first reported a position in SHYG in Q1 2021 and has held it in 19 quarters since. The position peaked at $528K in Q4 2023. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Dana Investment Advisors held 6,801 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $288K as of Q2 2026.
  • Dana Investment Advisors bought 74 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $3.14K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #538 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 19 quarters since.
  • Dana Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $528K in Q4 2023.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.