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

Founders Financial Alliance’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	$20.8K	Buy	490 +6	+1%	+$255	﹤0.01%	634
2026 Q1	$20.5K	Buy	484 +105	+28%	+$4.48K	﹤0.01%	575
2025 Q4	$16.3K	Sell	379 -149	-28%	-$6.39K	﹤0.01%	482
2025 Q3	$22.8K	Buy	528 +164	+45%	+$7.06K	﹤0.01%	555
2025 Q2	$15.7K	Buy	364 +6	+2%	+$254	﹤0.01%	436
2025 Q1	$15.2K	Buy	358 +5	+1%	+$215	﹤0.01%	509
2024 Q4	$15.1K	Buy	353 +8	+2%	+$344	﹤0.01%	459
2024 Q3	$15K	Buy	345 +6	+2%	+$256	﹤0.01%	465
2024 Q2	$14.3K	Sell	339 -68	-17%	-$2.86K	﹤0.01%	452
2024 Q1	$17.3K	Sell	407 -258	-39%	-$10.9K	0.01%	453
2023 Q4	$28.1K	Buy	665 +14	+2%	+$577	0.01%	380
2023 Q3	$26.7K	Buy	651 +9	+1%	+$372	0.01%	363
2023 Q2	$26.6K	Sell	642 -5	-0.8%	-$206	0.01%	393
2023 Q1	$27K	Sell	647 -16	-2%	-$663	0.01%	355
2022 Q4	$27.1K	Buy	663 +360	+119%	+$14.7K	0.01%	377
2022 Q3	$12K	Buy	303 +5	+2%	+$207	0.01%	410
2022 Q2	$12K	Buy	298 +3	+1%	+$127	0.01%	427
2022 Q1	$13K	Buy	295 +3	+1%	+$133	0.01%	379
2021 Q4	$13K	Buy	292 +4	+1%	+$181	0.01%	415
2021 Q3	$13K	Buy	288 +173	+150%	+$7.92K	0.01%	385
2021 Q2	$5K	Hold	115	–	–	﹤0.01%	447
2021 Q1	$5K	Sell	115 -626	-84%	-$28.5K	﹤0.01%	431
2020 Q4	$33K	Buy	741 +71	+11%	+$3.17K	0.02%	320
2020 Q3	$29K	Buy	+670	New	+$29.4K	0.02%	482

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

Founders Financial Alliance's SHYG Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q2 2026, buying an estimated $255 and bringing the position to 490 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Founders Financial Alliance first reported a position in SHYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $33K in Q4 2020. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Founders Financial Alliance held 490 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $20.8K as of Q2 2026.
Founders Financial Alliance bought 6 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $255.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #634 holding.
Founders Financial Alliance first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $33K in Q4 2020.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.