OneDigital Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

OneDigital Investment 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	$3.53M	Sell	83,332 -139,935	-63%	-$5.94M	0.03%	376
2026 Q1	$9.45M	Sell	223,267 -9,030	-4%	-$385K	0.09%	181
2025 Q4	$9.96M	Sell	232,297 -9,630	-4%	-$413K	0.1%	175
2025 Q3	$10.5M	Sell	241,927 -8,531	-3%	-$367K	0.11%	164
2025 Q2	$10.8M	Sell	250,458 -19,385	-7%	-$820K	0.12%	152
2025 Q1	$11.5M	Sell	269,843 -42,293	-14%	-$1.81M	0.14%	139
2024 Q4	$13.3M	Sell	312,136 -37,093	-11%	-$1.59M	0.15%	125
2024 Q3	$15.2M	Buy	349,229 +4,788	+1%	+$205K	0.17%	110
2024 Q2	$14.5M	Sell	344,441 -830	-0.2%	-$34.9K	0.18%	103
2024 Q1	$14.7M	Buy	345,271 +47,891	+16%	+$2.03M	0.23%	93
2023 Q4	$12.6M	Buy	297,380 +50,522	+20%	+$2.08M	0.22%	96
2023 Q3	$10.1M	Buy	246,858 +496	+0.2%	+$20.5K	0.22%	96
2023 Q2	$10.2M	Sell	246,362 -11,388	-4%	-$469K	0.23%	88
2023 Q1	$10.7M	Sell	257,750 -246,136	-49%	-$10.2M	0.25%	79
2022 Q4	$20.6M	Buy	503,886 +482,185	+2,222%	+$19.7M	0.6%	36
2022 Q3	$867K	Buy	+21,701	New	+$897K	0.03%	329
2020 Q4	–	Sell	-5,181	Closed	-$228K	–	731
2020 Q3	$228K	Sell	5,181 -2,257	-30%	-$99.2K	0.02%	515
2020 Q2	$319K	Sell	7,438 -957	-11%	-$40.4K	0.02%	427
2020 Q1	$343K	Buy	+8,395	New	+$376K	0.03%	339

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

OneDigital Investment Advisors's SHYG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 63% in Q2 2026, selling an estimated $5.94M and leaving 83,332 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #376.

OneDigital Investment Advisors first reported a position in SHYG in Q1 2020 and has held it in 19 quarters since. The position peaked at $20.6M in Q4 2022. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

OneDigital Investment Advisors held 83,332 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.53M as of Q2 2026.
OneDigital Investment Advisors sold 139,935 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.94M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #376 holding.
OneDigital Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 19 quarters since.
OneDigital Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $20.6M in Q4 2022.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.