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

Independent Financial Group’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	$757K	Buy	17,839 +7,819	+78%	+$332K	0.01%	807
2026 Q1	$424K	Buy	10,020 +1,293	+15%	+$55.2K	0.01%	1007
2025 Q4	$374K	Buy	8,727 +3,226	+59%	+$138K	0.01%	1047
2025 Q3	$238K	Buy	+5,501	New	+$237K	0.01%	1199
2021 Q1	–	Sell	-4,525	Closed	-$206K	–	671
2020 Q4	$206K	Sell	4,525 -7,067	-61%	-$316K	0.03%	517
2020 Q3	$509K	Buy	+11,592	New	+$509K	0.1%	230

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 Financial Group's SHYG Position: Q2 2026 in Review

Independent Financial Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 78% in Q2 2026, buying an estimated $332K and bringing the position to 17,839 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #807.

Independent Financial Group first reported a position in SHYG in Q3 2020 and has held it in 6 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Independent Financial Group held 17,839 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $757K as of Q2 2026.
Independent Financial Group bought 7,819 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $332K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #807 holding.
Independent Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and has held it in 6 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.