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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NBC Securities's SHYG Position: Q2 2026 in Review

NBC Securities reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.32% in Q2 2026, selling an estimated $1.44K and leaving 10,692 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #566.

NBC Securities first reported a position in SHYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q3 2023. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

NBC Securities held 10,692 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $453K as of Q2 2026.
NBC Securities sold 34 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.44K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of NBC Securities's portfolio in Q2 2026, its #566 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 12 quarters since.
NBC Securities's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.47M in Q3 2023.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.