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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
Q2 		– Sell
-5,059
Closed -$214K – 1260
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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
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

Mount Yale Investment Advisors's SHYG Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 5,059 shares — an estimated $214K sold.

Mount Yale Investment Advisors first reported a position in SHYG in Q4 2019 and held it in 16 quarters. The position peaked at $1.07M in Q4 2020. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,059 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $214K.
  • Mount Yale Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and held it in 16 quarters.
  • Mount Yale Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.07M in Q4 2020.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.