Lugano Financial Advisors SA (LFA)’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$44.1K	Hold	1,040	–	–	0.03%	168
2026 Q1	$43.5K	Hold	1,040	–	–	0.02%	161
2025 Q4	$44.6K	Hold	1,040	–	–	0.02%	159
2025 Q3	$44.8K	Hold	1,040	–	–	0.02%	150
2025 Q2	$44.3K	Sell	1,040 -360	-26%	-$15.2K	0.03%	146
2025 Q1	$59.5K	Hold	1,400	–	–	0.04%	124
2024 Q4	$59.7K	Buy	+1,400	New	+$60.2K	0.04%	137

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

Lugano Financial Advisors SA (LFA)'s SHYG Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 1,040 shares worth $44.1K. The position accounts for 0.03% of the portfolio, ranked #168.

Lugano Financial Advisors SA (LFA) first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.7K in Q4 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,040 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $44.1K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #168 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $59.7K in Q4 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.