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

Forum Finance Group’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 		$42K Sell
1,214
-5,050
-81% -$214K 0.02% 239
2026
Q1 		$211K Buy
+6,264
New +$267K 0.11% 121

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Finance Group's SHYG Position: Q2 2026 in Review

Forum Finance Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 81% in Q2 2026, selling an estimated $214K and leaving 1,214 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #239.

Forum Finance Group first reported a position in SHYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Forum Finance Group held 1,214 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $42K as of Q2 2026.
  • Forum Finance Group sold 5,050 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Forum Finance Group's portfolio in Q2 2026, its #239 holding.
  • Forum Finance Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $211K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.