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

Latitude 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
Q1 		– Sell
-4,879
Closed -$209K – 232
2025
Q4 		$209K Sell
4,879
-3
-0.1% -$129 0.09% 218
2025
Q3 		$211K Buy
+4,882
New +$210K 0.1% 205

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 $58.2B AUM 22.78% 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 $5.29B AUM 8.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Latitude Advisors's SHYG Position: Q1 2026 in Review

Latitude Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 4,879 shares — an estimated $209K sold.

Latitude Advisors first reported a position in SHYG in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Latitude Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Latitude Advisors sold 4,879 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $209K.
  • Latitude Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Latitude Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $211K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.