Level Four Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Sell
27,892
-4,892
-15% -$209K 0.04% 393
2025
Q4
$1.41M Buy
32,784
+3,916
+14% +$168K 0.05% 343
2025
Q3
$1.25M Buy
28,868
+4,163
+17% +$179K 0.04% 359
2025
Q2
$1.07M Buy
24,705
+625
+3% +$26.4K 0.04% 369
2025
Q1
$1.02M Buy
24,080
+3,461
+17% +$148K 0.04% 336
2024
Q4
$879K Buy
20,619
+1,653
+9% +$71K 0.04% 376
2024
Q3
$815K Buy
18,966
+1,878
+11% +$80.3K 0.03% 408
2024
Q2
$721K Buy
17,088
+2,552
+18% +$107K 0.03% 407
2024
Q1
$614K Hold
14,536
0.03% 417
2023
Q4
$614K Buy
14,536
+755
+5% +$31.1K 0.03% 414
2023
Q3
$565K Buy
13,781
+1,355
+11% +$56K 0.04% 411
2023
Q2
$515K Buy
12,426
+1,414
+13% +$58.3K 0.03% 458
2023
Q1
$459K Buy
11,012
+34
+0.3% +$1.41K 0.03% 443
2022
Q4
$449K Sell
10,978
-3,197
-23% -$131K 0.03% 418
2022
Q3
$566K Buy
14,175
+151
+1% +$6.24K 0.06% 291
2022
Q2
$569K Sell
14,024
-600
-4% -$25.4K 0.05% 311
2022
Q1
$643K Buy
14,624
+1,416
+11% +$62.7K 0.05% 332
2021
Q4
$598K Buy
13,208
+8,523
+182% +$386K 0.05% 346
2021
Q3
$214K Hold
4,685
0.02% 437
2021
Q2
$216K Hold
4,685
0.01% 611
2021
Q1
$215K Buy
+4,685
New +$213K 0.02% 595
2019
Q3
Sell
-7,958
Closed -$372K 535
2019
Q2
$372K Buy
7,958
+1,024
+15% +$47.6K 0.04% 374
2019
Q1
$324K Buy
+6,934
New +$320K 0.04% 398
2018
Q4
Sell
-12,332
Closed -$581K 569
2018
Q3
$581K Buy
12,332
+428
+4% +$20K 0.06% 310
2018
Q2
$555K Buy
+11,904
New +$556K 0.04% 363

Other funds holding SHYG

Level Four Advisory Services's SHYG Position: Q1 2026 in Review

Level Four Advisory Services reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q1 2026, selling an estimated $209K and leaving 27,892 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #393.

Level Four Advisory Services first reported a position in SHYG in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.41M in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Level Four Advisory Services held 27,892 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.18M as of Q1 2026.
  • Level Four Advisory Services sold 4,892 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $209K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #393 holding.
  • Level Four Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and has held it in 25 quarters since.
  • Level Four Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.41M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.