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

Mutual 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 		$3.6M Buy
84,938
+16,963
+25% +$720K 0.07% 279
2026
Q1 		$2.88M Buy
67,975
+46,645
+219% +$1.99M 0.06% 292
2025
Q4 		$914K Buy
21,330
+533
+3% +$22.9K 0.02% 610
2025
Q3 		$896K Sell
20,797
-1,032
-5% -$44.4K 0.02% 611
2025
Q2 		$940K Buy
21,829
+330
+2% +$14K 0.02% 539
2025
Q1 		$912K Sell
21,499
-6,187
-22% -$265K 0.03% 478
2024
Q4 		$1.19M Buy
27,686
+2,478
+10% +$107K 0.03% 425
2024
Q3 		$1.08M Sell
25,208
-1,320
-5% -$56.4K 0.03% 457
2024
Q2 		$1.13M Buy
26,528
+196
+0.7% +$8.25K 0.03% 446
2024
Q1 		$1.12M Sell
26,332
-2,215
-8% -$93.8K 0.04% 445
2023
Q4 		$1.21M Buy
28,547
+624
+2% +$25.7K 0.04% 401
2023
Q3 		$1.15M Sell
27,923
-6,232
-18% -$257K 0.04% 384
2023
Q2 		$1.42M Buy
34,155
+1,284
+4% +$52.9K 0.05% 337
2023
Q1 		$1.37M Buy
32,871
+799
+2% +$33.1K 0.06% 341
2022
Q4 		$1.31M Buy
32,072
+22,066
+221% +$903K 0.06% 336
2022
Q3 		$400K Buy
10,006
+2,399
+32% +$99.2K 0.02% 630
2022
Q2 		$308K Buy
7,607
+273
+4% +$11.5K 0.02% 665
2022
Q1 		$322K Sell
7,334
-5,189
-41% -$230K 0.02% 696
2021
Q4 		$567K Sell
12,523
-1,418
-10% -$64.3K 0.03% 538
2021
Q3 		$637K Sell
13,941
-1,345
-9% -$61.5K 0.04% 483
2021
Q2 		$704K Sell
15,286
-537
-3% -$24.6K 0.04% 444
2021
Q1 		$725K Sell
15,823
-6,273
-28% -$286K 0.05% 397
2020
Q4 		$1M Buy
22,096
+5,849
+36% +$261K 0.07% 307
2020
Q3 		$714K Buy
16,247
+5,909
+57% +$260K 0.06% 334
2020
Q2 		$443K Buy
10,338
+4,150
+67% +$175K 0.04% 415
2020
Q1 		$253K Buy
+6,188
New +$277K 0.03% 437

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

Mutual Advisors's SHYG Position: Q2 2026 in Review

Mutual Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 25% in Q2 2026, buying an estimated $720K and bringing the position to 84,938 shares worth $3.6M. The position accounts for 0.07% of the portfolio, ranked #279.

Mutual Advisors first reported a position in SHYG in Q1 2020 and has held it in 26 quarters since. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Mutual Advisors held 84,938 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.6M as of Q2 2026.
  • Mutual Advisors bought 16,963 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $720K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.07% of Mutual Advisors's portfolio in Q2 2026, its #279 holding.
  • Mutual Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.