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Johnson Bixby & Associates’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Johnson Bixby & Associates’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 		$766K Sell
18,065
-2,498
-12% -$106K 0.09% 61
2026
Q1 		$870K Sell
20,563
-1,140
-5% -$48.7K 0.11% 56
2025
Q4 		$930K Sell
21,703
-6,942
-24% -$298K 0.12% 57
2025
Q3 		$1.24M Buy
28,645
+302
+1% +$13K 0.16% 44
2025
Q2 		$1.22M Sell
28,343
-1,826
-6% -$77.2K 0.17% 42
2025
Q1 		$1.28M Buy
30,169
+1,127
+4% +$48.4K 0.19% 43
2024
Q4 		$1.24M Sell
29,042
-1,633
-5% -$70.2K 0.19% 44
2024
Q3 		$1.33M Sell
30,675
-1,032
-3% -$44.1K 0.2% 40
2024
Q2 		$1.34M Buy
31,707
+1,722
+6% +$72.5K 0.22% 38
2024
Q1 		$1.28M Sell
29,985
-2,913
-9% -$123K 0.22% 37
2023
Q4 		$1.39M Sell
32,898
-7,034
-18% -$290K 0.26% 36
2023
Q3 		$1.64M Buy
39,932
+2,314
+6% +$95.6K 0.34% 34
2023
Q2 		$1.56M Sell
37,618
-1,885
-5% -$77.7K 0.32% 35
2023
Q1 		$1.65M Sell
39,503
-5,351
-12% -$222K 0.36% 34
2022
Q4 		$1.83M Sell
44,854
-28,367
-39% -$1.16M 0.43% 31
2022
Q3 		$2.92M Sell
73,221
-194,810
-73% -$8.05M 0.73% 24
2022
Q2 		$10.9M Sell
268,031
-61,948
-19% -$2.62M 2.65% 12
2022
Q1 		$14.5M Buy
329,979
+151,888
+85% +$6.73M 3.74% 9
2021
Q4 		$8.07M Buy
178,091
+41,575
+30% +$1.88M 2.14% 14
2021
Q3 		$6.24M Buy
136,516
+5,915
+5% +$271K 1.81% 14
2021
Q2 		$5.94M Buy
130,601
+19,688
+18% +$902K 1.72% 15
2021
Q1 		$5.08M Buy
110,913
+9,946
+10% +$453K 1.61% 16
2020
Q4 		$4.59M Buy
+100,967
New +$4.51M 1.52% 18

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

Johnson Bixby & Associates's SHYG Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q2 2026, selling an estimated $106K and leaving 18,065 shares worth $766K. The position accounts for 0.09% of the portfolio, ranked #61.

Johnson Bixby & Associates first reported a position in SHYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.5M in Q1 2022. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Johnson Bixby & Associates held 18,065 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $766K as of Q2 2026.
  • Johnson Bixby & Associates sold 2,498 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.09% of Johnson Bixby & Associates's portfolio in Q2 2026, its #61 holding.
  • Johnson Bixby & Associates first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $14.5M in Q1 2022.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.