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Horizon Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Horizon Financial Services’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 		– Sell
-717
Closed -$30.6K – 384
2025
Q4 		$30.7K Sell
717
-75
-9% -$3.22K 0.01% 111
2025
Q3 		$34.3K Buy
792
+1
+0.1% +$43 0.02% 111
2025
Q2 		$34.1K Buy
791
+1
+0.1% +$42 0.02% 97
2025
Q1 		$33.6K Sell
790
-42,156
-98% -$1.81M 0.02% 91
2024
Q4 		$1.83M Buy
42,946
+30,373
+242% +$1.31M 1.03% 31
2024
Q3 		$546K Sell
12,573
-339
-3% -$14.5K 0.32% 38
2024
Q2 		$545K Sell
12,912
-1,153
-8% -$48.5K 0.34% 38
2024
Q1 		$598K Sell
14,065
-2,124
-13% -$89.9K 0.38% 39
2023
Q4 		$684K Sell
16,189
-3,501
-18% -$144K 0.48% 36
2023
Q3 		$808K Sell
19,690
-431
-2% -$17.8K 0.65% 28
2023
Q2 		$834K Buy
20,121
+206
+1% +$8.49K 0.68% 25
2023
Q1 		$830K Buy
19,915
+3,460
+21% +$143K 0.71% 24
2022
Q4 		$673K Buy
16,455
+245
+2% +$10K 0.58% 28
2022
Q3 		$647K Sell
16,210
-6,895
-30% -$285K 0.58% 31
2022
Q2 		$937K Buy
23,105
+7,316
+46% +$309K 0.72% 24
2022
Q1 		$694K Sell
15,789
-10,819
-41% -$479K 0.44% 35
2021
Q4 		$1.21M Sell
26,608
-2,251
-8% -$102K 0.73% 27
2021
Q3 		$1.32M Sell
28,859
-1,725
-6% -$78.9K 0.87% 29
2021
Q2 		$1.41M Buy
+30,584
New +$1.4M 1.02% 30
2021
Q1 		– Sell
-10
Closed – – 133
2020
Q4 		$0 Hold
10
– – ﹤0.01% 105
2020
Q3 		$0 Buy
+10
New +$439 ﹤0.01% 93

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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Financial Services's SHYG Position: Q1 2026 in Review

Horizon Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 717 shares — an estimated $30.6K sold.

Horizon Financial Services first reported a position in SHYG in Q3 2020 and held it in 21 quarters. The position peaked at $1.83M in Q4 2024. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Horizon Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Horizon Financial Services sold 717 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $30.6K.
  • Horizon Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and held it in 21 quarters.
  • Horizon Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.83M in Q4 2024.
  • 555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Horizon Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.