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

Merit Financial Group’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	$9.14M	Buy	215,454 +11,282	+6%	+$479K	0.06%	275
2026 Q1	$8.64M	Buy	204,172 +71,245	+54%	+$3.04M	0.06%	257
2025 Q4	$5.7M	Buy	132,927 +2,084	+2%	+$89.4K	0.05%	333
2025 Q3	$5.67M	Buy	130,843 +367	+0.3%	+$15.8K	0.05%	291
2025 Q2	$5.63M	Sell	130,476 -101,874	-44%	-$4.31M	0.06%	242
2025 Q1	$9.88M	Buy	232,350 +3,012	+1%	+$129K	0.15%	116
2024 Q4	$9.77M	Buy	229,338 +9,162	+4%	+$394K	0.18%	112
2024 Q3	$9.56M	Sell	220,176 -8,466	-4%	-$362K	0.21%	81
2024 Q2	$9.65M	Sell	228,642 -3,353	-1%	-$141K	0.21%	79
2024 Q1	$9.79M	Buy	231,995 +204,711	+750%	+$8.67M	0.23%	76
2023 Q4	$1.15M	Sell	27,284 -214,013	-89%	-$8.83M	0.04%	277
2023 Q3	$9.9M	Sell	241,297 -50,918	-17%	-$2.1M	0.32%	50
2023 Q2	$12.1M	Buy	292,215 +99,776	+52%	+$4.11M	0.39%	40
2023 Q1	$8.02M	Buy	192,439 +123,994	+181%	+$5.13M	0.29%	56
2022 Q4	$2.8M	Buy	+68,445	New	+$2.8M	0.1%	151
2022 Q3	–	Sell	-65,493	Closed	-$2.66M	–	633
2022 Q2	$2.66M	Buy	+65,493	New	+$2.77M	0.08%	156
2020 Q1	–	Sell	-33,871	Closed	-$1.57M	–	243
2019 Q4	$1.57M	Buy	33,871 +7,036	+26%	+$325K	0.14%	62
2019 Q3	$1.25M	Buy	+26,835	New	+$1.25M	0.14%	42
2018 Q4	–	Sell	-6,942	Closed	-$326K	–	118
2018 Q3	$326K	Buy	+6,942	New	+$325K	0.05%	88

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

Merit Financial Group's SHYG Position: Q2 2026 in Review

Merit Financial Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.5% in Q2 2026, buying an estimated $479K and bringing the position to 215,454 shares worth $9.14M. The position accounts for 0.06% of the portfolio, ranked #275.

Merit Financial Group first reported a position in SHYG in Q3 2018 and has held it in 19 quarters since. The position peaked at $12.1M in Q2 2023. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Merit Financial Group held 215,454 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $9.14M as of Q2 2026.
Merit Financial Group bought 11,282 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $479K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #275 holding.
Merit Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and has held it in 19 quarters since.
Merit Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $12.1M in Q2 2023.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.