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

ERn Financial LLC’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	$280K	Buy	6,603 +52	+0.8%	+$2.21K	0.05%	137
2026 Q1	$277K	Sell	6,551 -176	-3%	-$7.51K	0.05%	126
2025 Q4	$288K	Buy	6,727 +66	+1%	+$2.83K	0.05%	124
2025 Q3	$288K	Buy	6,661 +48	+0.7%	+$2.07K	0.06%	121
2025 Q2	$285K	Buy	6,613 +51	+0.8%	+$2.16K	0.06%	123
2025 Q1	$279K	Sell	6,562 -934	-12%	-$40.1K	0.04%	160
2024 Q4	$319K	Sell	7,496 -64	-0.8%	-$2.75K	0.05%	163
2024 Q3	$328K	Buy	7,560 +41	+0.5%	+$1.75K	0.05%	160
2024 Q2	$317K	Buy	7,519 +528	+8%	+$22.2K	0.05%	159
2024 Q1	$297K	Buy	6,991 +25	+0.4%	+$1.06K	0.05%	158
2023 Q4	$294K	Sell	6,966 -170	-2%	-$7.01K	0.06%	156
2023 Q3	$293K	Buy	7,136 +925	+15%	+$38.2K	0.06%	147
2023 Q2	$257K	Buy	6,211 +39	+0.6%	+$1.61K	0.05%	156
2023 Q1	$257K	Sell	6,172 -847	-12%	-$35.1K	0.06%	153
2022 Q4	$287K	Sell	7,019 -1,179	-14%	-$48.2K	0.07%	150
2022 Q3	$327K	Buy	8,198 +30	+0.4%	+$1.24K	0.08%	136
2022 Q2	$331K	Sell	8,168 -44	-0.5%	-$1.86K	0.08%	134
2022 Q1	$361K	Sell	8,212 -854	-9%	-$37.8K	0.08%	128
2021 Q4	$411K	Sell	9,066 -142	-2%	-$6.44K	0.09%	111
2021 Q3	$421K	Buy	9,208 +30	+0.3%	+$1.37K	0.11%	94
2021 Q2	$423K	Buy	9,178 +45	+0.5%	+$2.06K	0.15%	67
2021 Q1	$418K	Buy	9,133 +22	+0.2%	+$1K	0.16%	62
2020 Q4	$414K	Buy	9,111 +77	+0.9%	+$3.44K	0.17%	61
2020 Q3	$397K	Buy	9,034 +397	+5%	+$17.4K	0.19%	58
2020 Q2	$370K	Buy	8,637 +266	+3%	+$11.2K	0.19%	56
2020 Q1	$342K	Sell	8,371 -2,969	-26%	-$133K	0.23%	46
2019 Q4	$527K	Buy	11,340 +71	+0.6%	+$3.28K	0.31%	40
2019 Q3	$524K	Buy	11,269 +146	+1%	+$6.78K	0.37%	31
2019 Q2	$519K	Buy	11,123 +1,046	+10%	+$48.7K	0.39%	31
2019 Q1	$471K	Buy	10,077 +558	+6%	+$25.8K	0.28%	45
2018 Q4	$424K	Buy	+9,519	New	+$437K	0.38%	40

Other funds holding SHYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ERn Financial LLC's SHYG Position: Q2 2026 in Review

ERn Financial LLC increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.79% in Q2 2026, buying an estimated $2.21K and bringing the position to 6,603 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #137.

ERn Financial LLC first reported a position in SHYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $527K in Q4 2019. 251 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

ERn Financial LLC held 6,603 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $280K as of Q2 2026.
ERn Financial LLC bought 52 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.21K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of ERn Financial LLC's portfolio in Q2 2026, its #137 holding.
ERn Financial LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
ERn Financial LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $527K in Q4 2019.
251 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.