Heritage Family Offices’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Heritage Family Offices’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	$821K	Sell	19,398 -10,516	-35%	-$449K	0.36%	69
2025 Q4	$1.28M	Sell	29,914 -264	-0.9%	-$11.3K	0.58%	40
2025 Q3	$1.31M	Buy	30,178 +4,059	+16%	+$175K	0.61%	37
2025 Q2	$1.11M	Buy	26,119 +37	+0.1%	+$1.56K	0.56%	41
2025 Q1	$1.11M	Sell	26,082 -75	-0.3%	-$3.22K	0.57%	40
2024 Q4	$1.11M	Buy	26,157 +2,896	+12%	+$124K	0.56%	39
2024 Q3	$1.01M	Buy	23,261 +14	+0.1%	+$598	0.52%	40
2024 Q2	$981K	Buy	+23,247	New	+$979K	0.54%	40

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

Heritage Family Offices's SHYG Position: Q1 2026 in Review

Heritage Family Offices reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 35% in Q1 2026, selling an estimated $449K and leaving 19,398 shares worth $821K. The position accounts for 0.36% of the portfolio, ranked #69.

Heritage Family Offices first reported a position in SHYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Heritage Family Offices held 19,398 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $821K as of Q1 2026.
Heritage Family Offices sold 10,516 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $449K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.36% of Heritage Family Offices's portfolio in Q1 2026, its #69 holding.
Heritage Family Offices first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.31M in Q3 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.