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

DHJJ Financial 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 		$2.71K Hold
64
– – ﹤0.01% 718
2026
Q1 		$2.71K Hold
64
– – ﹤0.01% 718
2025
Q4 		$2.74K Hold
64
– – ﹤0.01% 690
2025
Q3 		$2.77K Buy
+64
New +$2.75K ﹤0.01% 669

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

DHJJ Financial Advisors's SHYG Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 64 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

DHJJ Financial Advisors first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.77K in Q3 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • DHJJ Financial Advisors held 64 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.71K as of Q2 2026.
  • DHJJ Financial Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #718 holding.
  • DHJJ Financial 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.
  • DHJJ Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.77K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.