Kestra Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kestra Advisory Services’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 Q3	$14.9M	Buy	361,881 +64,095	+22%	+$2.69M	0.04%	431
2026 Q2	$12.6M	Buy	297,786 +51,975	+21%	+$2.21M	0.04%	444
2026 Q1	$10.4M	Buy	245,811 +21,388	+10%	+$913K	0.04%	450
2025 Q4	$9.6M	Buy	224,423 +33,037	+17%	+$1.42M	0.04%	430
2025 Q3	$8.29M	Buy	191,386 +20,218	+12%	+$870K	0.04%	467
2025 Q2	$7.38M	Buy	171,168 +2,480	+1%	+$105K	0.04%	475
2025 Q1	$7.17M	Sell	168,688 -2,834	-2%	-$122K	0.03%	446
2024 Q4	$7.31M	Buy	171,522 +1,915	+1%	+$82.3K	0.04%	444
2024 Q3	$7.36M	Sell	169,607 -127	-0.1%	-$5.43K	0.04%	458
2024 Q2	$7.16M	Buy	169,734 +10,964	+7%	+$462K	0.04%	471
2024 Q1	$6.76M	Buy	158,770 +15,223	+11%	+$644K	0.05%	426
2023 Q4	$6.06M	Buy	143,547 +5,196	+4%	+$214K	0.05%	395
2023 Q3	$5.68M	Buy	138,351 +7,768	+6%	+$321K	0.06%	353
2023 Q2	$5.41M	Sell	130,583 -6,908	-5%	-$285K	0.05%	349
2023 Q1	$5.73M	Sell	137,491 -291,235	-68%	-$12.1M	0.06%	314
2022 Q4	$17.5M	Buy	428,726 +320,469	+296%	+$13.1M	0.16%	151
2022 Q3	$4.32M	Buy	108,257 +29,357	+37%	+$1.21M	0.05%	412
2022 Q2	$3.2M	Sell	78,900 -8,143	-9%	-$344K	0.03%	494
2022 Q1	$3.83M	Buy	87,043 +17,818	+26%	+$789K	0.04%	449
2021 Q4	$3.14M	Buy	69,225 +16,408	+31%	+$744K	0.03%	526
2021 Q3	$2.41M	Sell	52,817 -2,558	-5%	-$117K	0.02%	635
2021 Q2	$2.55M	Buy	55,375 +10,756	+24%	+$493K	0.03%	560
2021 Q1	$2.04M	Sell	44,619 -13,252	-23%	-$603K	0.03%	589
2020 Q4	$2.63M	Buy	57,871 +9,325	+19%	+$417K	0.03%	506
2020 Q3	$2.13M	Buy	+48,546	New	+$2.13M	0.04%	420

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Kestra Advisory Services's SHYG Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 22% in Q3 2026, buying an estimated $2.69M and bringing the position to 361,881 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #431.

Kestra Advisory Services first reported a position in SHYG in Q3 2020 and has held it in 25 quarters since. The position peaked at $17.5M in Q4 2022. 258 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Kestra Advisory Services held 361,881 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $14.9M as of Q3 2026.
Kestra Advisory Services bought 64,095 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $2.69M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Kestra Advisory Services's portfolio in Q3 2026, its #431 holding.
Kestra Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2020 and has held it in 25 quarters since.
Kestra Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17.5M in Q4 2022.
258 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.