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 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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's SHYG Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026: 24,166 shares worth $1.02M. The stake represents 0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SHYG as recently as Q4 2019.

Independent Advisor Alliance first reported a position in SHYG in Q1 2017 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2017. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Independent Advisor Alliance held 24,166 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.02M as of Q1 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #826 holding.
Independent Advisor Alliance first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and has held it in 3 quarters since.
Independent Advisor Alliance's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.28M in Q1 2017.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.