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

Etesian 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	$2.8M	Sell	66,105 -517	-0.8%	-$21.9K	0.83%	34
2026 Q1	$2.82M	Buy	66,622 +970	+1%	+$41.4K	0.9%	31
2025 Q4	$2.81M	Buy	65,652 +3,286	+5%	+$141K	0.88%	28
2025 Q3	$2.7M	Buy	62,366 +4,976	+9%	+$214K	0.89%	28
2025 Q2	$2.48M	Buy	57,390 +8,155	+17%	+$345K	0.92%	27
2025 Q1	$2.09M	Buy	49,235 +7,206	+17%	+$309K	0.9%	29
2024 Q4	$1.79M	Buy	42,029 +3,256	+8%	+$140K	0.79%	32
2024 Q3	$1.68M	Buy	38,773 +718	+2%	+$30.7K	0.76%	35
2024 Q2	$1.61M	Sell	38,055 -4,446	-10%	-$187K	0.9%	33
2024 Q1	$1.81M	Buy	42,501 +692	+2%	+$29.3K	1.04%	30
2023 Q4	$1.77M	Buy	41,809 +2,323	+6%	+$95.8K	1.06%	26
2023 Q3	$1.62M	Sell	39,486 -2,113	-5%	-$87.3K	1.09%	29
2023 Q2	$1.72M	Buy	41,599 +990	+2%	+$40.8K	1.13%	28
2023 Q1	$1.69M	Sell	40,609 -4,209	-9%	-$174K	1.13%	32
2022 Q4	$1.83M	Buy	+44,818	New	+$1.83M	1.33%	25

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Etesian Wealth Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.78% in Q2 2026, selling an estimated $21.9K and leaving 66,105 shares worth $2.8M. The position accounts for 0.83% of the portfolio, ranked #34.

Etesian Wealth Advisors first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.82M in Q1 2026. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Etesian Wealth Advisors held 66,105 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.8M as of Q2 2026.
Etesian Wealth Advisors sold 517 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $21.9K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.83% of Etesian Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Etesian Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.82M in Q1 2026.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.