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

Financial Network 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 Q1	$662K	Sell	15,643 -46	-0.3%	-$1.96K	0.68%	25
2025 Q4	$673K	Buy	15,689 +120	+0.8%	+$5.15K	0.7%	26
2025 Q3	$674K	Buy	15,569 +4,507	+41%	+$194K	0.74%	23
2025 Q2	$477K	Sell	11,062 -85	-0.8%	-$3.6K	0.58%	33
2025 Q1	$474K	Buy	11,147 +5,595	+101%	+$240K	0.62%	32
2024 Q4	$237K	Sell	5,552 -14,841	-73%	-$638K	0.44%	47
2024 Q3	$885K	Sell	20,393 -131	-0.6%	-$5.6K	0.73%	28
2024 Q2	$866K	Sell	20,524 -1,969	-9%	-$82.9K	0.65%	33
2024 Q1	$957K	Buy	22,493 +144	+0.6%	+$6.09K	0.95%	30
2023 Q4	$944K	Buy	+22,349	New	+$922K	1%	25

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Network Wealth Advisors's SHYG Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.29% in Q1 2026, selling an estimated $1.96K and leaving 15,643 shares worth $662K. The position accounts for 0.68% of the portfolio, ranked #25.

Financial Network Wealth Advisors first reported a position in SHYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $957K in Q1 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Financial Network Wealth Advisors held 15,643 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $662K as of Q1 2026.
Financial Network Wealth Advisors sold 46 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.96K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.68% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Financial Network Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Financial Network Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $957K in Q1 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.