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

Financial Sense 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	–	Sell	-273,563	Closed	-$11.7M	–	163
2025 Q4	$11.7M	Buy	273,563 +377	+0.1%	+$16.2K	2.14%	13
2025 Q3	$11.8M	Buy	273,186 +120,596	+79%	+$5.19M	2.02%	14
2025 Q2	$6.58M	Buy	+152,590	New	+$6.46M	1.55%	15
2021 Q4	–	Sell	-301,280	Closed	-$13.8M	–	121
2021 Q3	$13.8M	Buy	301,280 +17,055	+6%	+$780K	4.61%	5
2021 Q2	$13.1M	Buy	284,225 +37,498	+15%	+$1.72M	4.12%	5
2021 Q1	$11.3M	Buy	246,727 +16,041	+7%	+$730K	3.8%	5
2020 Q4	$10.5M	Buy	230,686 +6,896	+3%	+$308K	3.79%	5
2020 Q3	$9.84M	Buy	223,790 +209,503	+1,466%	+$9.21M	3.92%	5
2020 Q2	$613K	Buy	+14,287	New	+$604K	0.22%	60

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

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

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

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

Financial Sense Advisors's SHYG Position: Q1 2026 in Review

Financial Sense Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 273,563 shares — an estimated $11.7M sold.

Financial Sense Advisors first reported a position in SHYG in Q2 2020 and held it in 9 quarters. The position peaked at $13.8M in Q3 2021. 556 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Financial Sense Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial Sense Advisors sold 273,563 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $11.7M.
Financial Sense Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Financial Sense Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $13.8M in Q3 2021.
556 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

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