IWA
SHYG icon

Integrity Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Integrity Wealth Advisors’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 		$217K Buy
+5,119
New +$219K 0.13% 67
2025
Q4 		– Sell
-11,412
Closed -$493K – 96
2025
Q3 		$493K Buy
11,412
+4,350
+62% +$187K 0.18% 46
2025
Q2 		$305K Sell
7,062
-40
-0.6% -$1.69K 0.21% 52
2025
Q1 		$302K Sell
7,102
-1,994
-22% -$85.6K 0.22% 48
2024
Q4 		$388K Buy
+9,096
New +$391K 0.28% 39

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Wealth Advisors's SHYG Position: Q1 2026 in Review

Integrity Wealth Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026: 5,119 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #67 among its holdings. This is a return to the name: Integrity Wealth Advisors previously reported a position in SHYG as recently as Q3 2025.

Integrity Wealth Advisors first reported a position in SHYG in Q4 2024 and has held it in 5 quarters since. The position peaked at $493K in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Integrity Wealth Advisors held 5,119 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $217K as of Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Integrity Wealth Advisors position in Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of Integrity Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Integrity Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Integrity Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $493K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.