HBK Sorce Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

HBK Sorce Advisory’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	$823K	Buy	19,545 +340	+2%	+$14.4K	0.02%	288
2026 Q1	$816K	Sell	19,205 -1,855	-9%	-$79.2K	0.02%	279
2025 Q4	$902K	Hold	21,060	–	–	0.02%	250
2025 Q3	$906K	Hold	21,060	–	–	0.02%	240
2025 Q2	$909K	Hold	21,060	–	–	0.02%	239
2025 Q1	$895K	Hold	21,060	–	–	0.03%	229
2024 Q4	$897K	Hold	21,060	–	–	0.03%	230
2024 Q3	$914K	Buy	+21,060	New	+$900K	0.03%	234

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

HBK Sorce Advisory's SHYG Position: Q2 2026 in Review

HBK Sorce Advisory increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 19,545 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #288.

HBK Sorce Advisory first reported a position in SHYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $914K in Q3 2024. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

HBK Sorce Advisory held 19,545 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $823K as of Q2 2026.
HBK Sorce Advisory bought 340 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #288 holding.
HBK Sorce Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
HBK Sorce Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $914K in Q3 2024.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.