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

Heritage Oak 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	$798K	Buy	+18,808	New	+$798K	0.23%	43
2026 Q1	–	Sell	-43,991	Closed	-$1.89M	–	89
2025 Q4	$1.89M	Sell	43,991 -4,410	-9%	-$189K	0.7%	23
2025 Q3	$2.1M	Sell	48,401 -500	-1%	-$21.5K	0.76%	25
2025 Q2	$2.11M	Sell	48,901 -27,526	-36%	-$1.16M	0.81%	22
2025 Q1	$3.25M	Buy	76,427 +2,901	+4%	+$124K	1.43%	14
2024 Q4	$3.13M	Buy	+73,526	New	+$3.16M	1.47%	13
2024 Q3	–	Sell	-59,683	Closed	-$2.52M	–	206
2024 Q2	$2.52M	Buy	+59,683	New	+$2.51M	1.27%	13

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

Heritage Oak Wealth Advisors's SHYG Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 18,808 shares worth $798K. The stake represents 0.23% of the portfolio and ranks #43 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in SHYG as recently as Q4 2025.

Heritage Oak Wealth Advisors first reported a position in SHYG in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.25M in Q1 2025. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Heritage Oak Wealth Advisors held 18,808 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $798K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.23% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Heritage Oak Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.25M in Q1 2025.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.