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

Foundations Investment 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 		$3.57M Buy
84,136
+3,839
+5% +$163K 0.04% 301
2026
Q1 		$3.4M Buy
80,297
+21,523
+37% +$919K 0.04% 279
2025
Q4 		$2.52M Buy
58,774
+4,490
+8% +$193K 0.03% 313
2025
Q3 		$2.35M Sell
54,284
-724
-1% -$31.2K 0.03% 300
2025
Q2 		$2.37M Sell
55,008
-11,655
-17% -$493K 0.04% 291
2025
Q1 		$2.83M Buy
66,663
+25,608
+62% +$1.1M 0.05% 254
2024
Q4 		$1.75M Sell
41,055
-5,679
-12% -$244K 0.03% 306
2024
Q3 		$2.03M Buy
46,734
+15,552
+50% +$665K 0.04% 266
2024
Q2 		$1.32M Buy
31,182
+1,768
+6% +$74.4K 0.03% 294
2024
Q1 		$1.25M Buy
29,414
+2,353
+9% +$99.6K 0.03% 284
2023
Q4 		$1.15M Sell
27,061
-143,915
-84% -$5.94M 0.03% 290
2023
Q3 		$7.02M Buy
170,976
+23,543
+16% +$972K 0.22% 89
2023
Q2 		$6.11M Sell
147,433
-128,104
-46% -$5.28M 0.2% 82
2023
Q1 		$11.5M Buy
275,537
+139,257
+102% +$5.77M 0.41% 40
2022
Q4 		$5.57M Buy
+136,280
New +$5.58M 0.22% 62
2021
Q3 		– Sell
-21,689
Closed -$997K – 333
2021
Q2 		$997K Buy
+21,689
New +$994K 0.05% 104
2021
Q1 		– Sell
-28,856
Closed -$1.31M – 235
2020
Q4 		$1.31M Buy
28,856
+7,768
+37% +$347K 0.09% 65
2020
Q3 		$924K Buy
21,088
+10,547
+100% +$464K 0.2% 78
2020
Q2 		$456K Buy
+10,541
New +$445K 0.04% 105
2019
Q1 		– Sell
-7,815
Closed -$362K – 117
2018
Q4 		$362K Buy
+7,815
New +$358K 0.08% 75

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

Foundations Investment Advisors's SHYG Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.8% in Q2 2026, buying an estimated $163K and bringing the position to 84,136 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #301.

Foundations Investment Advisors first reported a position in SHYG in Q4 2018 and has held it in 20 quarters since. The position peaked at $11.5M in Q1 2023. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Foundations Investment Advisors held 84,136 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.57M as of Q2 2026.
  • Foundations Investment Advisors bought 3,839 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #301 holding.
  • Foundations Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • Foundations Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $11.5M in Q1 2023.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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