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Portfolio Strategies’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Portfolio Strategies’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 		$1.04M Buy
24,589
+230
+0.9% +$9.76K 0.1% 25
2026
Q1 		$1.03M Hold
24,359
– – 0.13% 29
2025
Q4 		$1.04M Buy
24,359
+5,364
+28% +$230K 0.12% 26
2025
Q3 		$822K Buy
+18,995
New +$818K 0.1% 31

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

Portfolio Strategies's SHYG Position: Q2 2026 in Review

Portfolio Strategies increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.94% in Q2 2026, buying an estimated $9.76K and bringing the position to 24,589 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #25.

Portfolio Strategies first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Portfolio Strategies held 24,589 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.04M as of Q2 2026.
  • Portfolio Strategies bought 230 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $9.76K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Portfolio Strategies's portfolio in Q2 2026, its #25 holding.
  • Portfolio Strategies first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Portfolio Strategies's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.04M in Q4 2025.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Portfolio Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.