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Elwood & Goetz Wealth Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$612K Buy
+14,432
New +$612K 0.09% 73

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

Elwood & Goetz Wealth Advisory Group's SHYG Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 14,432 shares worth $612K. The stake represents 0.09% of the portfolio and ranks #73 among its holdings.

569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 14,432 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $612K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #73 holding.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.