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Mount Yale Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Mount Yale Investment 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
Q1 		$214K Buy
+5,059
New +$216K 0.01% 1030
2025
Q3 		– Sell
-4,577
Closed -$197K – 1440
2025
Q2 		$197K Buy
+4,577
New +$194K 0.02% 544
2024
Q4 		– Sell
-4,577
Closed -$199K – 607
2024
Q3 		$199K Buy
+4,577
New +$196K 0.02% 521
2023
Q1 		– Sell
-20,232
Closed -$827K – 528
2022
Q4 		$827K Buy
20,232
+11,985
+145% +$490K 0.09% 219
2022
Q3 		$329K Buy
8,247
+255
+3% +$10.5K 0.04% 325
2022
Q2 		$324K Buy
7,992
+2,602
+48% +$110K 0.04% 343
2022
Q1 		$237K Buy
5,390
+66
+1% +$2.92K 0.03% 418
2021
Q4 		$241K Sell
5,324
-734
-12% -$33.3K 0.03% 418
2021
Q3 		$277K Buy
6,058
+692
+13% +$31.7K 0.03% 369
2021
Q2 		$247K Hold
5,366
– – 0.03% 369
2021
Q1 		$246K Sell
5,366
-18,179
-77% -$828K 0.03% 361
2020
Q4 		$1.07M Buy
23,545
+9,125
+63% +$408K 0.15% 156
2020
Q3 		$634K Buy
14,420
+6,298
+78% +$277K 0.09% 214
2020
Q2 		$348K Buy
8,122
+359
+5% +$15.2K 0.06% 253
2020
Q1 		$317K Buy
7,763
+2,700
+53% +$121K 0.07% 230
2019
Q4 		$235K Buy
+5,063
New +$234K 0.04% 295

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's SHYG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026: 5,059 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1030 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SHYG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SHYG in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2020. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Mount Yale Investment Advisors held 5,059 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $214K as of Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1030 holding.
  • Mount Yale Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.07M in Q4 2020.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.