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

NBC Securities’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 Q3	$503K	Buy	12,194 +1,502	+14%	+$63.1K	0.03%	510
2026 Q2	$453K	Sell	10,692 -34	-0.3%	-$1.44K	0.03%	566
2026 Q1	$454K	Sell	10,726 -1,548	-13%	-$66.1K	0.03%	543
2025 Q4	$526K	Sell	12,274 -58	-0.5%	-$2.49K	0.04%	488
2025 Q3	$534K	Sell	12,332 -7,332	-37%	-$316K	0.04%	475
2025 Q2	$848K	Sell	19,664 -3,299	-14%	-$140K	0.07%	312
2025 Q1	$976K	Buy	22,963 +22,935	+81,911%	+$984K	0.08%	254
2024 Q4	$1.19K	Sell	28 -32,745	-100%	-$1.41M	0.11%	207
2024 Q3	$1.42M	Buy	32,773 +91	+0.3%	+$3.89K	0.12%	180
2024 Q2	$1.38M	Buy	32,682 +175	+0.5%	+$7.37K	0.13%	167
2024 Q1	$1.38M	Buy	32,507 +1,789	+6%	+$75.7K	0.13%	163
2023 Q4	$1.3M	Sell	30,718 -5,191	-14%	-$214K	0.13%	153
2023 Q3	$1.47M	Buy	+35,909	New	+$1.48M	0.16%	122

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

NBC Securities's SHYG Position: Q3 2026 in Review

NBC Securities increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 14% in Q3 2026, buying an estimated $63.1K and bringing the position to 12,194 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #510.

NBC Securities first reported a position in SHYG in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q3 2023. 207 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

NBC Securities held 12,194 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $503K as of Q3 2026.
NBC Securities bought 1,502 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $63.1K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of NBC Securities's portfolio in Q3 2026, its #510 holding.
NBC Securities first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
NBC Securities's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.47M in Q3 2023.
207 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.