KOC
SHYG icon

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
Q2 		– Sell
-6,076
Closed -$257K – 242
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 $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

Koss-Olinger Consulting's SHYG Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 6,076 shares — an estimated $257K sold.

Koss-Olinger Consulting first reported a position in SHYG in Q4 2025 and held it in 2 quarters. The position peaked at $295K in Q4 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 6,076 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $257K.
  • Koss-Olinger Consulting first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Koss-Olinger Consulting's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $295K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.