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

Omega 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 Q1	–	Sell	-8,381	Closed	-$359K	–	112
2025 Q4	$359K	Buy	8,381 +56	+0.7%	+$2.4K	0.12%	80
2025 Q3	$360K	Buy	8,325 +62	+0.8%	+$2.67K	0.12%	82
2025 Q2	$356K	Buy	8,263 +160	+2%	+$6.77K	0.13%	78
2025 Q1	$345K	Hold	8,103	–	–	0.13%	66
2024 Q4	$345K	Buy	8,103 +68	+0.8%	+$2.92K	0.13%	71
2024 Q3	$349K	Buy	8,035 +117	+1%	+$5K	0.13%	67
2024 Q2	$334K	Buy	7,918 +69	+0.9%	+$2.9K	0.14%	72
2024 Q1	$334K	Buy	+7,849	New	+$332K	0.14%	70
2023 Q1	–	Sell	-8,465	Closed	-$346K	–	85
2022 Q4	$346K	Hold	8,465	–	–	0.18%	68
2022 Q3	$338K	Hold	8,465	–	–	0.17%	64
2022 Q2	$343K	Hold	8,465	–	–	0.17%	67
2022 Q1	$372K	Buy	+8,465	New	+$375K	0.16%	58
2020 Q4	–	Sell	-11,790	Closed	-$518K	–	65
2020 Q3	$518K	Hold	11,790	–	–	0.32%	45
2020 Q2	$506K	Buy	+11,790	New	+$498K	0.33%	46

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Omega Financial Group's SHYG Position: Q1 2026 in Review

Omega Financial Group sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 8,381 shares — an estimated $359K sold.

Omega Financial Group first reported a position in SHYG in Q2 2020 and held it in 14 quarters. The position peaked at $518K in Q3 2020. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Omega Financial Group reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Omega Financial Group sold 8,381 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $359K.
Omega Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and held it in 14 quarters.
Omega Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $518K in Q3 2020.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Omega Financial Group's 13F filing for Q1 2026, filed 12 May 2026.