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

First Foundation 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	$232K	Hold	5,463	–	–	0.01%	327
2026 Q1	$231K	Hold	5,463	–	–	0.01%	314
2025 Q4	$234K	Sell	5,463 -2,946	-35%	-$126K	0.01%	309
2025 Q3	$364K	Sell	8,409 -13,846	-62%	-$596K	0.01%	259
2025 Q2	$960K	Hold	22,255	–	–	0.04%	193
2025 Q1	$946K	Sell	22,255 -921	-4%	-$39.5K	0.04%	171
2024 Q4	$988K	Sell	23,176 -1,403	-6%	-$60.3K	0.04%	173
2024 Q3	$1.07M	Hold	24,579	–	–	0.04%	170
2024 Q2	$1.04M	Sell	24,579 -2,890	-11%	-$122K	0.04%	165
2024 Q1	$1.17M	Sell	27,469 -6,134	-18%	-$260K	0.05%	162
2023 Q4	$1.42M	Sell	33,603 -5,160	-13%	-$213K	0.06%	144
2023 Q3	$1.59M	Sell	38,763 -6,229	-14%	-$257K	0.07%	138
2023 Q2	$1.86M	Sell	44,992 -27,686	-38%	-$1.14M	0.08%	135
2023 Q1	$3.03M	Sell	72,678 -31,551	-30%	-$1.31M	0.14%	102
2022 Q4	$4.26M	Sell	104,229 -47,155	-31%	-$1.93M	0.2%	81
2022 Q3	$6.05M	Sell	151,384 -31,109	-17%	-$1.29M	0.3%	68
2022 Q2	$7.4M	Sell	182,493 -26,496	-13%	-$1.12M	0.33%	63
2022 Q1	$9.19M	Sell	208,989 -265,630	-56%	-$11.8M	0.33%	62
2021 Q4	$21.5M	Buy	474,619 +122,347	+35%	+$5.55M	0.74%	40
2021 Q3	$16.1M	Buy	+352,272	New	+$16.1M	0.6%	44
2020 Q2	–	Sell	-5,710	Closed	-$233K	–	367
2020 Q1	$233K	Sell	5,710 -530	-8%	-$23.7K	0.01%	304
2019 Q4	$290K	Sell	6,240 -3,123	-33%	-$144K	0.01%	295
2019 Q3	$435K	Buy	+9,363	New	+$435K	0.02%	242

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

First Foundation Advisors's SHYG Position: Q2 2026 in Review

First Foundation Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 5,463 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #327.

First Foundation Advisors first reported a position in SHYG in Q3 2019 and has held it in 23 quarters since. The position peaked at $21.5M in Q4 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

First Foundation Advisors held 5,463 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $232K as of Q2 2026.
First Foundation Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #327 holding.
First Foundation Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and has held it in 23 quarters since.
First Foundation Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $21.5M in Q4 2021.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.