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Patriot Financial Group Insurance Agency’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-5,560
Closed -$235K – 664
2026
Q1 		$235K Buy
+5,560
New +$237K 0.01% 626
2023
Q2 		– Sell
-5,691
Closed -$237K – 486
2023
Q1 		$237K Sell
5,691
-8,999
-61% -$373K 0.05% 387
2022
Q4 		$601K Buy
+14,690
New +$601K 0.08% 180
2022
Q3 		– Sell
-3,210
Closed -$130K – 1690
2022
Q2 		$130K Sell
3,210
-433
-12% -$18.3K 0.03% 478
2022
Q1 		$160K Sell
3,643
-54
-1% -$2.39K 0.03% 458
2021
Q4 		$167K Buy
3,697
+432
+13% +$19.6K 0.03% 503
2021
Q3 		$149K Buy
3,265
+1,201
+58% +$54.9K 0.03% 525
2021
Q2 		$95K Sell
2,064
-1,262
-38% -$57.8K 0.02% 643
2021
Q1 		$152K Sell
3,326
-17,746
-84% -$808K 0.03% 451
2020
Q4 		$958K Sell
21,072
-652
-3% -$29.1K 0.24% 94
2020
Q3 		$955K Buy
21,724
+968
+5% +$42.5K 0.31% 66
2020
Q2 		$890K Buy
20,756
+6,249
+43% +$264K 0.34% 64
2020
Q1 		$593K Buy
14,507
+14,038
+2,993% +$629K 0.27% 73
2019
Q4 		$22K Buy
+469
New +$21.7K 0.01% 661
2018
Q2 		– Sell
-108
Closed -$5K – 876
2018
Q1 		$5K Hold
108
– – ﹤0.01% 743
2017
Q4 		$5K Buy
+108
New +$5.11K ﹤0.01% 733

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

Patriot Financial Group Insurance Agency's SHYG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 5,560 shares — an estimated $235K sold.

Patriot Financial Group Insurance Agency first reported a position in SHYG in Q4 2017 and held it in 16 quarters. The position peaked at $958K in Q4 2020. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,560 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $235K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $958K in Q4 2020.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.