Pinion Investment Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Pinion Investment 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	$1.01M	Buy	23,932 +174	+0.7%	+$7.38K	0.19%	77
2026 Q1	$1.01M	Sell	23,758 -1,745	-7%	-$74.5K	0.23%	68
2025 Q4	$1.09M	Buy	25,503 +1,101	+5%	+$47.2K	0.27%	57
2025 Q3	$1.05M	Sell	24,402 -2,219	-8%	-$95.5K	0.29%	61
2025 Q2	$1.15M	Sell	26,621 -23,081	-46%	-$976K	0.4%	45
2025 Q1	$2.11M	Buy	49,702 +25,806	+108%	+$1.11M	0.47%	37
2024 Q4	$1.02M	Buy	23,896 +2,850	+14%	+$122K	0.41%	44
2024 Q3	$914K	Buy	21,046 +1,282	+6%	+$54.8K	0.38%	52
2024 Q2	$834K	Sell	19,764 -129	-0.6%	-$5.43K	0.41%	47
2024 Q1	$846K	Buy	19,893 +2,464	+14%	+$104K	0.44%	46
2023 Q4	$736K	Buy	17,429 +3,182	+22%	+$131K	0.44%	44
2023 Q3	$585K	Buy	14,247 +777	+6%	+$32.1K	0.38%	62
2023 Q2	$558K	Sell	13,470 -568	-4%	-$23.4K	0.38%	66
2023 Q1	$585K	Buy	+14,038	New	+$581K	0.55%	52

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinion Investment Advisors's SHYG Position: Q2 2026 in Review

Pinion Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.73% in Q2 2026, buying an estimated $7.38K and bringing the position to 23,932 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #77.

Pinion Investment Advisors first reported a position in SHYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.11M in Q1 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Pinion Investment Advisors held 23,932 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.01M as of Q2 2026.
Pinion Investment Advisors bought 174 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $7.38K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.19% of Pinion Investment Advisors's portfolio in Q2 2026, its #77 holding.
Pinion Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Pinion Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.11M in Q1 2025.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.