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

Lloyd Advisory Services’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	–	Sell	-356	Closed	-$15.1K	–	946
2026 Q1	$15.1K	Buy	+356	New	+$15.2K	﹤0.01%	428
2024 Q1	–	Sell	-4,988	Closed	-$211K	–	171
2023 Q4	$211K	Buy	+4,988	New	+$206K	0.1%	123
2022 Q2	–	Sell	-4,852	Closed	-$213K	–	470
2022 Q1	$213K	Buy	4,852 +212	+5%	+$9.39K	0.1%	89
2021 Q4	$210K	Buy	4,640 +26	+0.6%	+$1.18K	0.1%	79
2021 Q3	$211K	Sell	4,614 -532	-10%	-$24.3K	0.11%	71
2021 Q2	$237K	Sell	5,146 -119	-2%	-$5.45K	0.12%	68
2021 Q1	$241K	Buy	+5,265	New	+$240K	0.13%	54
2020 Q1	–	Sell	-7	Closed	–	–	381
2019 Q4	$0	Buy	+7	New	+$323	﹤0.01%	373

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

Lloyd Advisory Services's SHYG Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 356 shares — an estimated $15.1K sold.

Lloyd Advisory Services first reported a position in SHYG in Q4 2019 and held it in 8 quarters. The position peaked at $241K in Q1 2021. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Lloyd Advisory Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 356 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.1K.
Lloyd Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Lloyd Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $241K in Q1 2021.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.