Optivise Advisory Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYG
JSTA
NL
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. 571 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.
- 571 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.