Optivise Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYG
GWM
Optivise Advisory Services's SHYG Position: Q3 2026 in Review
Optivise Advisory Services reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 28% in Q3 2026, selling an estimated $119K and leaving 7,308 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #156.
Optivise Advisory Services first reported a position in SHYG in Q1 2025 and has held it in 7 quarters since. The position peaked at $430K in Q2 2026. 165 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.
- Optivise Advisory Services held 7,308 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $301K as of Q3 2026.
- Optivise Advisory Services sold 2,842 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $119K.
- iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of Optivise Advisory Services's portfolio in Q3 2026, its #156 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 7 quarters since.
- Optivise Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $430K in Q2 2026.
- 165 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.