JWCA
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J.W. Cole Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

J.W. Cole 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 		$2.96M Buy
69,739
+8,114
+13% +$344K 0.05% 371
2026
Q1 		$2.61M Buy
61,625
+3,838
+7% +$164K 0.09% 205
2025
Q4 		$2.08M Buy
57,787
+13,198
+30% +$566K 0.05% 384
2025
Q3 		$1.93M Buy
44,589
+23,097
+107% +$994K 0.04% 468
2025
Q2 		$927K Buy
21,492
+1,034
+5% +$43.7K 0.02% 693
2025
Q1 		$870K Buy
20,458
+1,701
+9% +$73K 0.03% 584
2024
Q4 		$799K Buy
18,757
+1,951
+12% +$83.9K 0.03% 483
2024
Q3 		$730K Buy
16,806
+1,418
+9% +$60.6K 0.03% 474
2024
Q2 		$649K Buy
15,388
+2,880
+23% +$121K 0.03% 447
2024
Q1 		$532K Buy
12,508
+3,463
+38% +$147K 0.03% 518
2023
Q4 		$382K Buy
9,045
+536
+6% +$22.1K 0.02% 563
2023
Q3 		$349K Buy
8,509
+1,042
+14% +$43K 0.03% 523
2023
Q2 		$310K Sell
7,467
-13,618
-65% -$561K 0.02% 566
2023
Q1 		$879K Sell
21,085
-6,096
-22% -$252K 0.06% 314
2022
Q4 		$1.11M Sell
27,181
-4,276
-14% -$175K 0.09% 248
2022
Q3 		$1.26M Buy
31,457
+5,562
+21% +$230K 0.1% 217
2022
Q2 		$1.05M Sell
25,895
-33,808
-57% -$1.43M 0.08% 255
2022
Q1 		$2.63M Buy
59,703
+2,234
+4% +$98.9K 0.18% 138
2021
Q4 		$2.6M Buy
+57,469
New +$2.6M 0.17% 144
2021
Q3 		– Sell
-43,383
Closed -$2M – 711
2021
Q2 		$2M Sell
43,383
-1,077
-2% -$49.4K 0.16% 155
2021
Q1 		$2.04M Buy
44,460
+3,082
+7% +$140K 0.2% 126
2020
Q4 		$1.88M Buy
41,378
+22,877
+124% +$1.02M 0.2% 121
2020
Q3 		$813K Sell
18,501
-2,403
-11% -$106K 0.06% 296
2020
Q2 		$897K Buy
+20,904
New +$883K 0.13% 171
2020
Q1 		– Sell
-18,715
Closed -$869K – 433
2019
Q4 		$869K Buy
+18,715
New +$865K 0.11% 204

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

J.W. Cole Advisors's SHYG Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 13% in Q2 2026, buying an estimated $344K and bringing the position to 69,739 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #371.

J.W. Cole Advisors first reported a position in SHYG in Q4 2019 and has held it in 25 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • J.W. Cole Advisors held 69,739 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.96M as of Q2 2026.
  • J.W. Cole Advisors bought 8,114 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $344K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #371 holding.
  • J.W. Cole Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.