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

HCR Wealth 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	$1.76M	Sell	41,400 -4,221	-9%	-$179K	0.16%	89
2026 Q1	$1.93M	Sell	45,621 -2,793	-6%	-$119K	0.2%	76
2025 Q4	$2.08M	Sell	48,414 -478	-1%	-$20.5K	0.21%	74
2025 Q3	$2.11M	Buy	48,892 +72	+0.1%	+$3.1K	0.22%	69
2025 Q2	$2.11M	Sell	48,820 -2,188	-4%	-$92.6K	0.25%	65
2025 Q1	$2.17M	Hold	51,008	–	–	0.28%	58
2024 Q4	$2.17M	Buy	51,008 +1,000	+2%	+$43K	0.27%	61
2024 Q3	$2.17M	Sell	50,008 -40	-0.1%	-$1.71K	0.28%	58
2024 Q2	$2.11M	Sell	50,048 -665	-1%	-$28K	0.3%	56
2024 Q1	$2.16M	Sell	50,713 -110	-0.2%	-$4.66K	0.33%	54
2023 Q4	$2.15M	Buy	50,823 +11,221	+28%	+$463K	0.34%	52
2023 Q3	$1.62M	Sell	39,602 -1,690	-4%	-$69.8K	0.36%	53
2023 Q2	$1.71M	Buy	41,292 +65	+0.2%	+$2.68K	0.32%	62
2023 Q1	$1.72M	Sell	41,227 -272	-0.7%	-$11.3K	0.34%	63
2022 Q4	$1.7M	Sell	41,499 -1,201	-3%	-$49.1K	0.36%	60
2022 Q3	$1.71M	Sell	42,700 -6,785	-14%	-$281K	0.36%	60
2022 Q2	$2.01M	Sell	49,485 -103,766	-68%	-$4.39M	0.4%	54
2022 Q1	$6.74M	Buy	153,251 +107	+0.1%	+$4.74K	1.1%	13
2021 Q4	$6.94M	Buy	153,144 +3,265	+2%	+$148K	1.08%	13
2021 Q3	$6.85M	Buy	149,879 +24,211	+19%	+$1.11M	1.14%	13
2021 Q2	$5.79M	Buy	125,668 +105,089	+511%	+$4.82M	1%	18
2021 Q1	$943K	Buy	20,579 +13,869	+207%	+$631K	0.19%	96
2020 Q4	$305K	Buy	+6,710	New	+$300K	0.06%	144

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

HCR Wealth Advisors's SHYG Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.3% in Q2 2026, selling an estimated $179K and leaving 41,400 shares worth $1.76M. The position accounts for 0.16% of the portfolio, ranked #89.

HCR Wealth Advisors first reported a position in SHYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.94M in Q4 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

HCR Wealth Advisors held 41,400 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.76M as of Q2 2026.
HCR Wealth Advisors sold 4,221 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $179K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.16% of HCR Wealth Advisors's portfolio in Q2 2026, its #89 holding.
HCR Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
HCR Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $6.94M in Q4 2021.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.