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

Merkkuri Wealth 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 		– Sell
-3
Closed -$117 – 295
2026
Q1 		$117 Buy
+3
New +$128 ﹤0.01% 380

Other funds holding SHYG

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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

Merkkuri Wealth Advisors's SHYG Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 3 shares — an estimated $117 sold.

Merkkuri Wealth Advisors first reported a position in SHYG in Q1 2026 and held it in 1 quarter. The position peaked at $117 in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 3 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $117.
  • Merkkuri Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $117 in Q1 2026.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.