Legacy Financial Group (Iowa)
SHYG icon

Legacy Financial Group (Iowa)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Legacy Financial Group (Iowa)’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 		$17.5M Sell
414,479
-2,634
-0.6% -$112K 2.21% 16
2025
Q4 		$17.8M Buy
417,113
+160,814
+63% +$6.9M 2.2% 15
2025
Q3 		$11.1M Buy
256,299
+6,222
+2% +$268K 1.45% 25
2025
Q2 		$10.8M Buy
250,077
+2,447
+1% +$104K 1.51% 23
2025
Q1 		$10.5M Buy
247,630
+1,686
+0.7% +$72.3K 1.62% 22
2024
Q4 		$10.5M Buy
245,944
+13,594
+6% +$584K 1.7% 19
2024
Q3 		$10.1M Buy
232,350
+67,924
+41% +$2.9M 1.94% 18
2024
Q2 		$6.94M Sell
164,426
-1,427
-0.9% -$60.1K 1.36% 20
2024
Q1 		$7.06M Buy
165,853
+155,054
+1,436% +$6.56M 1.43% 19
2023
Q4 		$456K Sell
10,799
-159,604
-94% -$6.58M 2.07% 14
2023
Q3 		$6.99M Sell
170,403
-125,878
-42% -$5.2M 1.64% 17
2023
Q2 		$12.3M Sell
296,281
-52,792
-15% -$2.18M 3.17% 12
2023
Q1 		$14.5M Sell
349,073
-52,223
-13% -$2.16M 3.98% 8
2022
Q4 		$16.4M Sell
401,296
-9,631
-2% -$394K 4.92% 5
2022
Q3 		$16.4M Sell
410,927
-7,217
-2% -$298K 5.48% 6
2022
Q2 		$17M Sell
418,144
-33
-0% -$1.4K 5.35% 6
2022
Q1 		$18.4M Buy
418,177
+182,378
+77% +$8.08M 5.39% 6
2021
Q4 		$10.6M Sell
235,799
-137,334
-37% -$6.22M 4.56% 6
2021
Q3 		$17.1M Buy
373,133
+38,957
+12% +$1.78M 5.1% 5
2021
Q2 		$15.4M Buy
334,176
+60,109
+22% +$2.75M 4.65% 5
2021
Q1 		$12.6M Buy
274,067
+26,190
+11% +$1.19M 4.36% 5
2020
Q4 		$11.3M Buy
+247,877
New +$11.1M 4.33% 5

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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 $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

Legacy Financial Group (Iowa)'s SHYG Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.63% in Q1 2026, selling an estimated $112K and leaving 414,479 shares worth $17.5M. The position accounts for 2.21% of the portfolio, ranked #16.

Legacy Financial Group (Iowa) first reported a position in SHYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.4M in Q1 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Legacy Financial Group (Iowa) held 414,479 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $17.5M as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 2,634 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $112K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 2.21% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #16 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $18.4M in Q1 2022.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.