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

Godfrey Financial Associates’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 		$29.7K Hold
700
– – 0.02% 304
2026
Q1 		$29.6K Hold
700
– – 0.03% 288
2025
Q4 		$30K Buy
+700
New +$30K 0.03% 277

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

Godfrey Financial Associates's SHYG Position: Q2 2026 in Review

Godfrey Financial Associates held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 700 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #304.

Godfrey Financial Associates first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $30K in Q4 2025. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Godfrey Financial Associates held 700 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $29.7K as of Q2 2026.
  • Godfrey Financial Associates left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Godfrey Financial Associates's portfolio in Q2 2026, its #304 holding.
  • Godfrey Financial Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $30K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.