Klaas Financial Asset Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Klaas Financial Asset 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	$1.17M	Buy	27,682 +764	+3%	+$32.4K	0.15%	39
2026 Q1	$1.14M	Sell	26,918 -24,574	-48%	-$1.05M	0.16%	42
2025 Q4	$2.21M	Buy	51,492 +2,470	+5%	+$106K	0.32%	27
2025 Q3	$2.12M	Sell	49,022 -502	-1%	-$21.6K	0.32%	27
2025 Q2	$2.14M	Buy	49,524 +2,013	+4%	+$85.2K	0.34%	27
2025 Q1	$2.02M	Buy	47,511 +2,475	+5%	+$106K	0.35%	29
2024 Q4	$1.92M	Sell	45,036 -1,396	-3%	-$60K	0.34%	27
2024 Q3	$2.02M	Buy	46,432 +1,303	+3%	+$55.7K	0.35%	27
2024 Q2	$1.9M	Buy	45,129 +1,241	+3%	+$52.2K	0.35%	27
2024 Q1	$1.87M	Sell	43,888 -309	-0.7%	-$13.1K	0.37%	28
2023 Q4	$1.87M	Sell	44,197 -1,137	-3%	-$46.9K	0.39%	28
2023 Q3	$1.86M	Sell	45,334 -2,121	-4%	-$87.6K	0.42%	27
2023 Q2	$1.97M	Sell	47,455 -2,392	-5%	-$98.6K	0.44%	26
2023 Q1	$2.08M	Sell	49,847 -2,727	-5%	-$113K	0.48%	23
2022 Q4	$2.15M	Buy	+52,574	New	+$2.15M	0.53%	23

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

Klaas Financial Asset Advisors's SHYG Position: Q2 2026 in Review

Klaas Financial Asset Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.8% in Q2 2026, buying an estimated $32.4K and bringing the position to 27,682 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #39.

Klaas Financial Asset Advisors first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.21M in Q4 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Klaas Financial Asset Advisors held 27,682 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.17M as of Q2 2026.
Klaas Financial Asset Advisors bought 764 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $32.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #39 holding.
Klaas Financial Asset Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Klaas Financial Asset Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.21M in Q4 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.