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

Larson Financial Group’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	$117K	Buy	2,747 +29	+1%	+$1.23K	﹤0.01%	1099
2026 Q1	$115K	Buy	2,718 +19	+0.7%	+$811	﹤0.01%	935
2025 Q4	$116K	Sell	2,699 -157	-5%	-$6.74K	﹤0.01%	882
2025 Q3	$124K	Sell	2,856 -283	-9%	-$12.2K	﹤0.01%	833
2025 Q2	$135K	Sell	3,139 -1,291	-29%	-$54.6K	0.01%	754
2025 Q1	$188K	Buy	4,430 +3,620	+447%	+$155K	0.01%	634
2024 Q4	$34.5K	Buy	810 +374	+86%	+$16.1K	﹤0.01%	1022
2024 Q3	$18.9K	Buy	436 +1	+0.2%	+$43	﹤0.01%	1240
2024 Q2	$18.4K	Buy	435 +400	+1,143%	+$16.8K	﹤0.01%	1080
2024 Q1	$1.48K	Sell	35 -59	-63%	-$2.5K	﹤0.01%	1400
2023 Q4	$3.97K	Hold	94	–	–	﹤0.01%	1241
2023 Q3	$3.84K	Buy	94 +1	+1%	+$41	﹤0.01%	1235
2023 Q2	$3.87K	Hold	93	–	–	﹤0.01%	1155
2023 Q1	$3.88K	Hold	93	–	–	﹤0.01%	1136
2022 Q4	$3.8K	Buy	93 +21	+29%	+$859	﹤0.01%	1082
2022 Q3	$3K	Sell	72 -113	-61%	-$4.67K	﹤0.01%	1072
2022 Q2	$8K	Buy	185 +113	+157%	+$4.78K	﹤0.01%	789
2022 Q1	$3K	Hold	72	–	–	﹤0.01%	874
2021 Q4	$3K	Buy	72 +18	+33%	+$816	﹤0.01%	911
2021 Q3	$2K	Hold	54	–	–	﹤0.01%	796
2021 Q2	$2K	Sell	54 -295	-85%	-$13.5K	﹤0.01%	735
2021 Q1	$16K	Hold	349	–	–	﹤0.01%	454
2020 Q4	$16K	Hold	349	–	–	0.01%	417
2020 Q3	$15K	Buy	349 +54	+18%	+$2.37K	0.01%	374
2020 Q2	$13K	Hold	295	–	–	0.01%	348
2020 Q1	$12K	Hold	295	–	–	0.01%	271
2019 Q4	$14K	Buy	295 +97	+49%	+$4.48K	0.01%	266
2019 Q3	$9K	Hold	198	–	–	0.01%	316
2019 Q2	$9K	Buy	198 +149	+304%	+$6.93K	0.01%	261
2019 Q1	$2K	Buy	+49	New	+$2.26K	﹤0.01%	390

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

Larson Financial Group's SHYG Position: Q2 2026 in Review

Larson Financial Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.1% in Q2 2026, buying an estimated $1.23K and bringing the position to 2,747 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Larson Financial Group first reported a position in SHYG in Q1 2019 and has held it in 30 quarters since. The position peaked at $188K in Q1 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Larson Financial Group held 2,747 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $117K as of Q2 2026.
Larson Financial Group bought 29 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.23K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1099 holding.
Larson Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
Larson Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $188K in Q1 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.