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 Q2	$1.85M	Buy	43,591 +10,615	+32%	+$450K	0.01%	1265
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 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

NewEdge Advisors's SHYG Position: Q2 2026 in Review

NewEdge Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 32% in Q2 2026, buying an estimated $450K and bringing the position to 43,591 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #1265.

NewEdge Advisors first reported a position in SHYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.3M in Q4 2022. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

NewEdge Advisors held 43,591 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.85M as of Q2 2026.
NewEdge Advisors bought 10,615 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $450K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1265 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 27 quarters since.
NewEdge Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $25.3M in Q4 2022.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.