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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
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% -$7.13K 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 		$1.61M 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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hofer & Associates's SHYG Position: Q2 2026 in Review

Hofer & Associates increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.8% in Q2 2026, buying an estimated $37.3K and bringing the position to 50,392 shares worth $2.14M. The position accounts for 1.03% of the portfolio, ranked #25.

Hofer & Associates first reported a position in SHYG in Q4 2021 and has held it in 19 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Hofer & Associates held 50,392 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.14M as of Q2 2026.
  • Hofer & Associates bought 880 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $37.3K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.03% of Hofer & Associates's portfolio in Q2 2026, its #25 holding.
  • Hofer & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.