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

Optivise Advisory 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 Q2	$430K	Buy	10,150 +1,445	+17%	+$61.3K	0.22%	122
2026 Q1	$368K	Buy	8,705 +1,783	+26%	+$76.1K	0.22%	114
2025 Q4	$297K	Buy	6,922 +1,669	+32%	+$71.6K	0.17%	137
2025 Q3	$227K	Buy	5,253 +23	+0.4%	+$990	0.14%	166
2025 Q2	$226K	Sell	5,230 -138	-3%	-$5.84K	0.12%	182
2025 Q1	$228K	Buy	+5,368	New	+$230K	0.13%	169

Other funds holding SHYG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SAFS

S&A Financial Services Overland Park, Kansas $164M AUM

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Optivise Advisory Services's SHYG Position: Q2 2026 in Review

Optivise Advisory Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 17% in Q2 2026, buying an estimated $61.3K and bringing the position to 10,150 shares worth $430K. The position accounts for 0.22% of the portfolio, ranked #122.

Optivise Advisory Services first reported a position in SHYG in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Optivise Advisory Services held 10,150 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $430K as of Q2 2026.
Optivise Advisory Services bought 1,445 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $61.3K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.22% of Optivise Advisory Services's portfolio in Q2 2026, its #122 holding.
Optivise Advisory Services 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.
184 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.