Norris Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Norris Financial Group’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	$5.43M	Buy	128,011 +6,235	+5%	+$265K	2.16%	14
2026 Q1	$5.15M	Buy	121,776 +17,484	+17%	+$746K	1.68%	17
2025 Q4	$4.47M	Buy	104,292 +15,620	+18%	+$670K	1.52%	16
2025 Q3	$3.84M	Buy	88,672 +72,944	+464%	+$3.14M	1.4%	18
2025 Q2	$679K	Buy	15,728 +9,728	+162%	+$412K	0.28%	54
2025 Q1	$255K	Buy	+6,000	New	+$257K	0.12%	77

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

Norris Financial Group's SHYG Position: Q2 2026 in Review

Norris Financial Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.1% in Q2 2026, buying an estimated $265K and bringing the position to 128,011 shares worth $5.43M. The position accounts for 2.16% of the portfolio, ranked #14.

Norris Financial Group first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Norris Financial Group held 128,011 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $5.43M as of Q2 2026.
Norris Financial Group bought 6,235 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $265K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 2.16% of Norris Financial Group's portfolio in Q2 2026, its #14 holding.
Norris Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.