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Koss-Olinger Consulting’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Koss-Olinger Consulting’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
Q1 		$257K Sell
6,076
-794
-12% -$33.9K 0.02% 232
2025
Q4 		$295K Buy
+6,870
New +$295K 0.02% 226

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koss-Olinger Consulting's SHYG Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q1 2026, selling an estimated $33.9K and leaving 6,076 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #232.

Koss-Olinger Consulting first reported a position in SHYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $295K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Koss-Olinger Consulting held 6,076 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $257K as of Q1 2026.
  • Koss-Olinger Consulting sold 794 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $33.9K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #232 holding.
  • Koss-Olinger Consulting first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Koss-Olinger Consulting's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $295K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.