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

JFS 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
Q2 		$1.14M Buy
26,849
+390
+1% +$16.5K 0.06% 157
2026
Q1 		$1.12M Buy
26,459
+364
+1% +$15.5K 0.06% 153
2025
Q4 		$1.12M Sell
26,095
-1,844
-7% -$79.1K 0.06% 153
2025
Q3 		$1.21M Buy
27,939
+3,793
+16% +$163K 0.07% 152
2025
Q2 		$1.04M Sell
24,146
-2,594
-10% -$110K 0.07% 148
2025
Q1 		$1.14M Buy
26,740
+2,733
+11% +$117K 0.08% 136
2024
Q4 		$1.02M Sell
24,007
-2,936
-11% -$126K 0.07% 138
2024
Q3 		$1.17M Sell
26,943
-651
-2% -$27.8K 0.08% 136
2024
Q2 		$1.16M Buy
27,594
+198
+0.7% +$8.34K 0.09% 101
2024
Q1 		$1.17M Buy
27,396
+8,534
+45% +$361K 0.09% 104
2023
Q4 		$796K Buy
18,862
+1,849
+11% +$76.3K 0.07% 118
2023
Q3 		$698K Sell
17,013
-705
-4% -$29.1K 0.07% 129
2023
Q2 		$734K Buy
17,718
+1,186
+7% +$48.9K 0.07% 127
2023
Q1 		$689K Buy
16,532
+874
+6% +$36.2K 0.07% 135
2022
Q4 		$640K Sell
15,658
-3,524
-18% -$144K 0.06% 139
2022
Q3 		$766K Sell
19,182
-359
-2% -$14.8K 0.08% 120
2022
Q2 		$792K Sell
19,541
-13,572
-41% -$574K 0.08% 117
2022
Q1 		$1.46M Buy
33,113
+33
+0.1% +$1.46K 0.14% 96
2021
Q4 		$1.5M Sell
33,080
-222
-0.7% -$10.1K 0.14% 97
2021
Q3 		$1.52M Buy
+33,302
New +$1.52M 0.16% 95

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

JFS Wealth Advisors's SHYG Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 26,849 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #157.

JFS Wealth Advisors first reported a position in SHYG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.52M in Q3 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • JFS Wealth Advisors held 26,849 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.14M as of Q2 2026.
  • JFS Wealth Advisors bought 390 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $16.5K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • JFS Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.52M in Q3 2021.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.