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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.07M Buy
25,114
+172
+0.7% +$7.3K 0.89% 19
2026
Q1
$1.06M Sell
24,942
-4,218
-14% -$180K 1.07% 19
2025
Q4
$1.25M Buy
+29,160
New +$1.25M 1.33% 16

Other funds holding SHYG

Oakmont Advisory Group's SHYG Position: Q2 2026 in Review

Oakmont Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.69% in Q2 2026, buying an estimated $7.3K and bringing the position to 25,114 shares worth $1.07M. The position accounts for 0.89% of the portfolio, ranked #19.

Oakmont Advisory Group first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Oakmont Advisory Group held 25,114 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.07M as of Q2 2026.
  • Oakmont Advisory Group bought 172 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.3K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.89% of Oakmont Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Oakmont Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.25M in Q4 2025.
  • 567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.