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Pacific Excel Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Pacific Excel Wealth 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 		$291K Sell
6,869
-7,906
-54% -$335K 0.11% 153
2026
Q1 		$625K Buy
14,775
+8,895
+151% +$380K 0.66% 53
2025
Q4 		$252K Buy
+5,880
New +$252K 0.48% 78

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Excel Wealth Advisors's SHYG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 54% in Q2 2026, selling an estimated $335K and leaving 6,869 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #153.

Pacific Excel Wealth Advisors first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $625K in Q1 2026. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Pacific Excel Wealth Advisors held 6,869 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $291K as of Q2 2026.
  • Pacific Excel Wealth Advisors sold 7,906 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $335K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.11% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Pacific Excel Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pacific Excel Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $625K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.