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

Level Financial 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
Q2 		$5.2M Buy
122,620
+2,143
+2% +$90.9K 1.16% 23
2026
Q1 		$5.1M Buy
120,477
+2,859
+2% +$122K 1.3% 22
2025
Q4 		$5.04M Buy
117,618
+2,238
+2% +$96K 1.33% 22
2025
Q3 		$5M Buy
115,380
+3,434
+3% +$148K 1.41% 21
2025
Q2 		$4.83M Sell
111,946
-7,652
-6% -$324K 1.5% 20
2025
Q1 		$5.09M Buy
119,598
+981
+0.8% +$42.1K 1.73% 18
2024
Q4 		$5.05M Sell
118,617
-3,871
-3% -$166K 1.85% 16
2024
Q3 		$5.32M Buy
122,488
+5,821
+5% +$249K 2.03% 13
2024
Q2 		$4.92M Buy
116,667
+5,979
+5% +$252K 2.13% 12
2024
Q1 		$4.71M Buy
110,688
+5,226
+5% +$221K 2.14% 12
2023
Q4 		$4.45M Buy
105,462
+4,639
+5% +$191K 2.2% 10
2023
Q3 		$4.14M Buy
100,823
+1,774
+2% +$73.3K 2.31% 9
2023
Q2 		$4.11M Buy
99,049
+8,102
+9% +$334K 2.29% 10
2023
Q1 		$3.79M Buy
90,947
+9,252
+11% +$383K 2.28% 9
2022
Q4 		$3.34M Buy
81,695
+4,673
+6% +$191K 2.19% 9
2022
Q3 		$3.08M Buy
77,022
+11,802
+18% +$488K 2.27% 9
2022
Q2 		$2.65M Buy
65,220
+5,544
+9% +$234K 1.95% 11
2022
Q1 		$2.62M Buy
59,676
+11,544
+24% +$511K 2.02% 11
2021
Q4 		$2.18M Buy
+48,132
New +$2.18M 1.66% 15

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

Level Financial Advisors's SHYG Position: Q2 2026 in Review

Level Financial Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.8% in Q2 2026, buying an estimated $90.9K and bringing the position to 122,620 shares worth $5.2M. The position accounts for 1.16% of the portfolio, ranked #23.

Level Financial Advisors first reported a position in SHYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.32M in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Level Financial Advisors held 122,620 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.2M as of Q2 2026.
  • Level Financial Advisors bought 2,143 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $90.9K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 1.16% of Level Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Level Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.32M in Q3 2024.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.