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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2M Sell
48,467
-1,312
-3% -$55.2K 0.03% 443
2026
Q2
$2.09M Buy
49,779
+35,782
+256% +$1.52M 0.04% 398
2026
Q1
$596K Sell
13,997
-18,082
-56% -$772K 0.09% 103
2025
Q4
$1.38M Buy
32,079
+487
+2% +$20.9K 0.04% 297
2025
Q3
$1.35M Sell
31,592
-3,478
-10% -$150K 0.05% 290
2025
Q2
$1.51M Buy
35,070
+13,971
+66% +$591K 0.06% 235
2025
Q1
$897K Buy
21,099
+2,699
+15% +$116K 0.06% 238
2024
Q4
$784K Sell
18,400
-2,274
-11% -$97.7K 0.04% 270
2024
Q3
$890K Sell
20,674
-636
-3% -$27.2K 0.05% 274
2024
Q2
$900K Sell
21,310
-4,513
-17% -$190K 0.05% 265
2024
Q1
$1.09M Buy
+25,823
New +$1.09M 0.06% 237

Other funds holding SHYG

Diversify Advisory Services's SHYG Position: Q3 2026 in Review

Diversify Advisory Services reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.6% in Q3 2026, selling an estimated $55.2K and leaving 48,467 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #443.

Diversify Advisory Services first reported a position in SHYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.09M in Q2 2026. 128 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Diversify Advisory Services held 48,467 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2M as of Q3 2026.
  • Diversify Advisory Services sold 1,312 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $55.2K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #443 holding.
  • Diversify Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Diversify Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.09M in Q2 2026.
  • 128 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.