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SHYG icon

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

NewEdge 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
Q1 		$1.4M Buy
32,976
+4,259
+15% +$182K 0.01% 1307
2025
Q4 		$1.23M Buy
28,717
+2,593
+10% +$111K ﹤0.01% 1352
2025
Q3 		$1.13M Buy
26,124
+6,372
+32% +$274K 0.01% 1334
2025
Q2 		$852K Buy
19,752
+1,242
+7% +$52.5K ﹤0.01% 1375
2025
Q1 		$787K Buy
18,510
+590
+3% +$25.3K ﹤0.01% 1323
2024
Q4 		$764K Sell
17,920
-1,302
-7% -$56K ﹤0.01% 1307
2024
Q3 		$835K Buy
19,222
+7,949
+71% +$340K 0.01% 1186
2024
Q2 		$476K Buy
11,273
+51
+0.5% +$2.15K ﹤0.01% 1449
2024
Q1 		$477K Buy
11,222
+4,393
+64% +$186K ﹤0.01% 1377
2023
Q4 		$288K Buy
6,829
+335
+5% +$13.8K ﹤0.01% 1558
2023
Q3 		$266K Sell
6,494
-21,023
-76% -$868K ﹤0.01% 1488
2023
Q2 		$1.14M Sell
27,517
-24,480
-47% -$1.01M 0.01% 802
2023
Q1 		$2.17M Sell
51,997
-716,377
-93% -$29.7M 0.03% 511
2022
Q4 		$25.3M Buy
768,374
+302,895
+65% +$12.4M 0.68% 24
2022
Q3 		$18.6M Buy
465,479
+373,056
+404% +$15.4M 0.31% 81
2022
Q2 		$3.75M Buy
92,423
+52,801
+133% +$2.23M 0.06% 291
2022
Q1 		$1.74M Buy
39,622
+15,299
+63% +$677K 0.03% 463
2021
Q4 		$1.1M Buy
24,323
+10,293
+73% +$467K 0.02% 684
2021
Q3 		$641K Sell
14,030
-1,365
-9% -$62.4K 0.02% 684
2021
Q2 		$709K Buy
15,395
+2,019
+15% +$92.5K 0.02% 624
2021
Q1 		$613K Sell
13,376
-194,808
-94% -$8.87M 0.02% 610
2020
Q4 		$9.46M Buy
208,184
+25,097
+14% +$1.12M 0.31% 80
2020
Q3 		$8.05M Buy
183,087
+32,926
+22% +$1.45M 0.28% 90
2020
Q2 		$6.44M Buy
150,161
+19,022
+15% +$804K 0.25% 93
2020
Q1 		$5.36M Buy
131,139
+120,312
+1,111% +$5.39M 0.26% 96
2019
Q4 		$502K Buy
+10,827
New +$500K 0.02% 525

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors's SHYG Position: Q1 2026 in Review

NewEdge Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 15% in Q1 2026, buying an estimated $182K and bringing the position to 32,976 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1307.

NewEdge Advisors first reported a position in SHYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $25.3M in Q4 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • NewEdge Advisors held 32,976 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.4M as of Q1 2026.
  • NewEdge Advisors bought 4,259 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $182K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1307 holding.
  • NewEdge Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • NewEdge Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $25.3M in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.