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 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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBK Sorce Advisory's SHYG Position: Q1 2026 in Review

HBK Sorce Advisory reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8.8% in Q1 2026, selling an estimated $79.2K and leaving 19,205 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #279.

HBK Sorce Advisory first reported a position in SHYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $914K in Q3 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

HBK Sorce Advisory held 19,205 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $816K as of Q1 2026.
HBK Sorce Advisory sold 1,855 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $79.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #279 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 7 quarters since.
HBK Sorce Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $914K in Q3 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.