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

IPG Investment 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
Q2 		$1.16M Buy
27,378
+1,039
+4% +$44.1K 0.17% 115
2026
Q1 		$1.11M Buy
26,339
+13,125
+99% +$560K 0.19% 106
2025
Q4 		$566K Buy
13,214
+380
+3% +$16.3K 0.1% 128
2025
Q3 		$556K Hold
12,834
– – 0.1% 119
2025
Q2 		$554K Buy
12,834
+108
+0.8% +$4.57K 0.11% 99
2025
Q1 		$541K Hold
12,726
– – 0.12% 99
2024
Q4 		$542K Sell
12,726
-2,608
-17% -$112K 0.12% 97
2024
Q3 		$666K Buy
15,334
+444
+3% +$19K 0.15% 89
2024
Q2 		$628K Sell
14,890
-750
-5% -$31.6K 0.14% 84
2024
Q1 		$665K Buy
15,640
+1,710
+12% +$72.4K 0.15% 85
2023
Q4 		$588K Sell
13,930
-372
-3% -$15.3K 0.12% 104
2023
Q3 		$587K Buy
14,302
+2,408
+20% +$99.5K 0.13% 100
2023
Q2 		$493K Buy
11,894
+4,863
+69% +$200K 0.11% 106
2023
Q1 		$293K Sell
7,031
-1,750
-20% -$72.5K 0.07% 122
2022
Q4 		$359K Sell
8,781
-24
-0.3% -$982 0.1% 90
2022
Q3 		$352K Sell
8,805
-4,050
-32% -$167K 0.1% 88
2022
Q2 		$521K Sell
12,855
-2,000
-13% -$84.6K 0.13% 82
2022
Q1 		$653K Sell
14,855
-496
-3% -$22K 0.12% 82
2021
Q4 		$696K Sell
15,351
-1,250
-8% -$56.7K 0.13% 91
2021
Q3 		$759K Buy
16,601
+1,045
+7% +$47.8K 0.24% 54
2021
Q2 		$717K Buy
15,556
+1,125
+8% +$51.6K 0.21% 68
2021
Q1 		$661K Buy
14,431
+8,650
+150% +$394K 0.13% 106
2020
Q4 		$263K Sell
5,781
-10,810
-65% -$483K 0.06% 133
2020
Q3 		$729K Sell
16,591
-225
-1% -$9.89K 0.21% 70
2020
Q2 		$721K Buy
16,816
+575
+4% +$24.3K 0.24% 62
2020
Q1 		$664K Buy
+16,241
New +$728K 0.28% 58

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IPG Investment Advisors's SHYG Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.9% in Q2 2026, buying an estimated $44.1K and bringing the position to 27,378 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #115.

IPG Investment Advisors first reported a position in SHYG in Q1 2020 and has held it in 26 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • IPG Investment Advisors held 27,378 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.16M as of Q2 2026.
  • IPG Investment Advisors bought 1,039 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $44.1K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of IPG Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • IPG Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 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 IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.