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

FOCUS 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	$287K	Buy	6,767 +1,395	+26%	+$59.2K	0.13%	55
2026 Q1	$227K	Hold	5,372	–	–	0.11%	59
2025 Q4	$230K	Hold	5,372	–	–	0.11%	57
2025 Q3	$233K	Hold	5,372	–	–	0.11%	57
2025 Q2	$232K	Hold	5,372	–	–	0.12%	56
2025 Q1	$228K	Hold	5,372	–	–	0.13%	56
2024 Q4	$229K	Hold	5,372	–	–	0.12%	57
2024 Q3	$233K	Hold	5,372	–	–	0.12%	58
2024 Q2	$227K	Hold	5,372	–	–	0.12%	59
2024 Q1	$229K	Hold	5,372	–	–	0.12%	54
2023 Q4	$227K	Hold	5,372	–	–	0.14%	54
2023 Q3	$220K	Hold	5,372	–	–	0.15%	59
2023 Q2	$223K	Hold	5,372	–	–	0.15%	54
2023 Q1	$224K	Hold	5,372	–	–	0.15%	60
2022 Q4	$220K	Hold	5,372	–	–	0.15%	47
2022 Q3	$215K	Hold	5,372	–	–	0.15%	47
2022 Q2	$218K	Hold	5,372	–	–	0.15%	42
2022 Q1	$236K	Hold	5,372	–	–	0.14%	43
2021 Q4	$243K	Hold	5,372	–	–	0.15%	40
2021 Q3	$246K	Hold	5,372	–	–	0.17%	40
2021 Q2	$247K	Buy	+5,372	New	+$246K	0.17%	40

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

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

FOCUS Wealth Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 26% in Q2 2026, buying an estimated $59.2K and bringing the position to 6,767 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #55.

FOCUS Wealth Advisors first reported a position in SHYG in Q2 2021 and has held it in 21 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

FOCUS Wealth Advisors held 6,767 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $287K as of Q2 2026.
FOCUS Wealth Advisors bought 1,395 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $59.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #55 holding.
FOCUS Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.