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

OneAscent Financial Services’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
-4,708
Closed -$202K – 607
2025
Q4 		$202K Buy
+4,708
New +$202K 0.02% 443

Other funds holding SHYG

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $5.29B AUM 8.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneAscent Financial Services's SHYG Position: Q1 2026 in Review

OneAscent Financial Services sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 4,708 shares — an estimated $202K sold.

OneAscent Financial Services first reported a position in SHYG in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • OneAscent Financial Services reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 4,708 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $202K.
  • OneAscent Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • OneAscent Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $202K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.