MLA
SHYG icon

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

My Legacy 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
2025
Q2 		$7.34M Buy
171,103
+6,505
+4% +$275K 2.61% 6
2025
Q1 		$7M Buy
164,598
+7,749
+5% +$332K 2.7% 6
2024
Q4 		$6.74M Buy
156,849
+6,570
+4% +$282K 2.62% 7
2024
Q3 		$6.53M Sell
150,279
-22,802
-13% -$974K 2.58% 7
2024
Q2 		$7.3M Buy
173,081
+15,888
+10% +$669K 2.33% 8
2024
Q1 		$6.69M Buy
157,193
+3,360
+2% +$142K 2.24% 7
2023
Q4 		$6.53M Buy
153,833
+2,316
+2% +$95.5K 2.36% 7
2023
Q3 		$6.09M Buy
151,517
+11,838
+8% +$489K 2.48% 7
2023
Q2 		$5.82M Buy
139,679
+17,438
+14% +$719K 2.29% 7
2023
Q1 		$5.04M Sell
122,241
-5,599
-4% -$232K 2.16% 6
2022
Q4 		$5.36M Buy
+127,840
New +$5.23M 2.29% 5

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

My Legacy Advisors's SHYG Position: Q2 2025 in Review

My Legacy Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4% in Q2 2025, buying an estimated $275K and bringing the position to 171,103 shares worth $7.34M. The position accounts for 2.61% of the portfolio, ranked #6.

My Legacy Advisors first reported a position in SHYG in Q4 2022 and has held it in 11 quarters since. 533 funds tracked by Wall St. Rank hold SHYG as of Q2 2025.

  • My Legacy Advisors held 171,103 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.34M as of Q2 2025.
  • My Legacy Advisors bought 6,505 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2025, an estimated $275K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 2.61% of My Legacy Advisors's portfolio in Q2 2025, its #6 holding.
  • My Legacy Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.