Independent Advisor Alliance’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Independent Advisor Alliance’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	–	Sell	-24,166	Closed	-$1.02M	–	1532
2026 Q1	$1.02M	Buy	+24,166	New	+$1.03M	0.01%	826
2020 Q1	–	Sell	-6,516	Closed	-$303K	–	788
2019 Q4	$303K	Buy	+6,516	New	+$301K	0.01%	675
2017 Q2	–	Sell	-27,029	Closed	-$1.28M	–	380
2017 Q1	$1.28M	Buy	+27,029	New	+$1.29M	0.2%	137

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

Independent Advisor Alliance's SHYG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 24,166 shares — an estimated $1.02M sold.

Independent Advisor Alliance first reported a position in SHYG in Q1 2017 and held it in 3 quarters. The position peaked at $1.28M in Q1 2017. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 24,166 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.02M.
Independent Advisor Alliance first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.28M in Q1 2017.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.