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

Delta Wealth 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 		$595K Buy
14,030
+2,696
+24% +$114K 0.43% 31
2026
Q1 		$480K Buy
11,334
+523
+5% +$22.3K 0.36% 35
2025
Q4 		$463K Buy
10,811
+6,162
+133% +$264K 0.39% 35
2025
Q3 		$201K Buy
+4,649
New +$200K 0.16% 45

Other funds holding SHYG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
SAFS
S&A Financial Services Overland Park, Kansas $164M AUM
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Delta Wealth Advisors's SHYG Position: Q2 2026 in Review

Delta Wealth Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 24% in Q2 2026, buying an estimated $114K and bringing the position to 14,030 shares worth $595K. The position accounts for 0.43% of the portfolio, ranked #31.

Delta Wealth Advisors first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Delta Wealth Advisors held 14,030 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $595K as of Q2 2026.
  • Delta Wealth Advisors bought 2,696 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.43% of Delta Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Delta Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.