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

Gallagher Fiduciary 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	$5.51M	Buy	129,960 +2,617	+2%	+$111K	0.18%	41
2026 Q1	$5.39M	Sell	127,343 -4,512	-3%	-$193K	0.21%	25
2025 Q4	$5.65M	Buy	131,855 +50,913	+63%	+$2.18M	0.18%	36
2025 Q3	$3.5M	Sell	80,942 -4,520	-5%	-$195K	0.13%	41
2025 Q2	$3.69M	Sell	85,462 -705,458	-89%	-$29.8M	0.14%	35
2025 Q1	$33.6M	Buy	790,920 +651	+0.1%	+$27.9K	1.11%	8
2024 Q4	$33.7M	Sell	790,269 -56,723	-7%	-$2.44M	6.59%	2
2024 Q3	$36.8M	Buy	846,992 +49,405	+6%	+$2.11M	7.45%	2
2024 Q2	$33.7M	Sell	797,587 -3,385	-0.4%	-$143K	7.54%	1
2024 Q1	$34.1M	Sell	800,972 -19,754	-2%	-$836K	1.21%	8
2023 Q4	$34.7M	Sell	820,726 -10,379	-1%	-$428K	1.19%	6
2023 Q3	$34.1M	Buy	831,105 +184,747	+29%	+$7.63M	3%	5
2023 Q2	$26.8M	Sell	646,358 -415	-0.1%	-$17.1K	2.04%	9
2023 Q1	$27M	Buy	+646,773	New	+$26.8M	2.23%	9

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

Gallagher Fiduciary Advisors's SHYG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.1% in Q2 2026, buying an estimated $111K and bringing the position to 129,960 shares worth $5.51M. The position accounts for 0.18% of the portfolio, ranked #41.

Gallagher Fiduciary Advisors first reported a position in SHYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $36.8M in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Gallagher Fiduciary Advisors held 129,960 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.51M as of Q2 2026.
Gallagher Fiduciary Advisors bought 2,617 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $111K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.18% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #41 holding.
Gallagher Fiduciary Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $36.8M in Q3 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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