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

Farther Finance 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
Q3 		$2.77M Sell
67,061
-975
-1% -$41K 0.02% 630
2026
Q2 		$2.89M Sell
68,036
-998
-1% -$42.3K 0.02% 588
2026
Q1 		$2.91M Buy
69,034
+16,897
+32% +$721K 0.03% 504
2025
Q4 		$2.24M Buy
52,137
+9,743
+23% +$418K 0.02% 543
2025
Q3 		$1.84M Buy
42,394
+6,683
+19% +$288K 0.03% 486
2025
Q2 		$1.54M Buy
35,711
+4,280
+14% +$181K 0.03% 448
2025
Q1 		$1.33M Buy
31,431
+13,865
+79% +$595K 0.03% 408
2024
Q4 		$749K Sell
17,566
-5,825
-25% -$250K 0.03% 461
2024
Q3 		$1.02M Buy
23,391
+3,014
+15% +$129K 0.04% 346
2024
Q2 		$855K Buy
20,377
+4,883
+32% +$206K 0.04% 334
2024
Q1 		$653K Sell
15,494
-4,936
-24% -$209K 0.04% 333
2023
Q4 		$863K Buy
20,430
+8,316
+69% +$343K 0.06% 256
2023
Q3 		$497K Sell
12,114
-3,167
-21% -$131K 0.08% 207
2023
Q2 		$633K Sell
15,281
-6,920
-31% -$285K 0.14% 137
2023
Q1 		$925K Sell
22,201
-6,819
-23% -$282K 0.27% 72
2022
Q4 		$1.19M Buy
+29,020
New +$1.19M 0.46% 39

Other funds holding SHYG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Farther Finance Advisors's SHYG Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.4% in Q3 2026, selling an estimated $41K and leaving 67,061 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #630.

Farther Finance Advisors first reported a position in SHYG in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.91M in Q1 2026. 32 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Farther Finance Advisors held 67,061 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.77M as of Q3 2026.
  • Farther Finance Advisors sold 975 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $41K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #630 holding.
  • Farther Finance Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.91M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.