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

HFM Investment 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
Q1 		$5.08K Hold
120
– – ﹤0.01% 152
2025
Q4 		$5.14K Buy
+120
New +$5.15K ﹤0.01% 185

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM Investment Advisors's SHYG Position: Q1 2026 in Review

HFM Investment Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q1 2026 at 120 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

HFM Investment Advisors first reported a position in SHYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.14K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • HFM Investment Advisors held 120 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.08K as of Q1 2026.
  • HFM Investment Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #152 holding.
  • HFM Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • HFM Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.14K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.