Hofer & Associates
SHYG icon

Hofer & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Hofer & Associates’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
Q3 		– Sell
-50,392
Closed -$2.14M – 117
2026
Q2 		$2.14M Buy
50,392
+880
+2% +$37.3K 1.03% 25
2026
Q1 		$2.09M Sell
49,512
-50
-0.1% -$2.13K 1.13% 25
2025
Q4 		$2.12M Buy
49,562
+3,203
+7% +$137K 1.13% 25
2025
Q3 		$2.01M Sell
46,359
-533
-1% -$22.9K 1.15% 25
2025
Q2 		$2.02M Sell
46,892
-1,591
-3% -$67.3K 1.26% 23
2025
Q1 		$2.06M Buy
48,483
+1,027
+2% +$44.1K 1.4% 22
2024
Q4 		$2.02M Buy
47,456
+3,669
+8% +$158K 1.36% 22
2024
Q3 		$1.9M Buy
43,787
+337
+0.8% +$14.4K 1.31% 24
2024
Q2 		$1.83M Buy
43,450
+804
+2% +$33.8K 1.42% 23
2024
Q1 		$1.81M Buy
42,646
+1,096
+3% +$46.4K 1.53% 22
2023
Q4 		$1.75M Sell
41,550
-173
-0.4% -$7.14K 1.63% 19
2023
Q3 		$1.71M Sell
41,723
-1,028
-2% -$42.5K 1.76% 19
2023
Q2 		$1.77M Buy
42,751
+2,177
+5% +$89.7K 1.7% 19
2023
Q1 		$1.66M Sell
40,574
-369
-0.9% -$15.3K 1.66% 19
2022
Q4 		$1.67M Buy
40,943
+549
+1% +$22.5K 1.67% 19
2022
Q3 		$1.61M Buy
40,394
+575
+1% +$23.8K 1.73% 19
2022
Q2 		$1.62M Sell
39,819
-736
-2% -$31.1K 1.68% 19
2022
Q1 		$1.78M Buy
40,555
+3,039
+8% +$135K 1.57% 19
2021
Q4 		$1.7M Buy
+37,516
New +$1.7M 1.54% 18

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Hofer & Associates's SHYG Position: Q3 2026 in Review

Hofer & Associates sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2026, closing a stake of 50,392 shares — an estimated $2.14M sold.

Hofer & Associates first reported a position in SHYG in Q4 2021 and held it in 19 quarters. The position peaked at $2.14M in Q2 2026. 157 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Hofer & Associates reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 50,392 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.14M.
  • Hofer & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and held it in 19 quarters.
  • Hofer & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.14M in Q2 2026.
  • 157 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.