Key Financial Inc’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Key Financial Inc’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	–	Sell	-178	Closed	-$7.53K	–	1439
2026 Q1	$7.53K	Sell	178 -12	-6%	-$512	﹤0.01%	945
2025 Q4	$8.14K	Hold	190	–	–	﹤0.01%	932
2025 Q3	$8.2K	Hold	190	–	–	﹤0.01%	931
2025 Q2	$8.2K	Hold	190	–	–	﹤0.01%	909
2025 Q1	$8.08K	Hold	190	–	–	﹤0.01%	873
2024 Q4	$8.1K	Buy	190 +12	+7%	+$516	﹤0.01%	862
2024 Q3	$7.73K	Hold	178	–	–	﹤0.01%	857
2024 Q2	$7.51K	Hold	178	–	–	﹤0.01%	846
2024 Q1	$7.57K	Hold	178	–	–	﹤0.01%	828
2023 Q4	$7.51K	Hold	178	–	–	﹤0.01%	814
2023 Q3	$7.3K	Hold	178	–	–	﹤0.01%	805
2023 Q2	$7.38K	Hold	178	–	–	﹤0.01%	810
2023 Q1	$7.42K	Hold	178	–	–	﹤0.01%	742
2022 Q4	$7.11K	Hold	178	–	–	﹤0.01%	711
2022 Q3	$7K	Hold	178	–	–	﹤0.01%	731
2022 Q2	$7K	Buy	+178	New	+$7.53K	﹤0.01%	733

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Key Financial Inc's SHYG Position: Q2 2026 in Review

Key Financial Inc sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 178 shares — an estimated $7.53K sold.

Key Financial Inc first reported a position in SHYG in Q2 2022 and held it in 16 quarters. The position peaked at $8.2K in Q2 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Key Financial Inc reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 178 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.53K.
Key Financial Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2022 and held it in 16 quarters.
Key Financial Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $8.2K in Q2 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.