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

Portland Financial 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	$487K	Sell	11,484 -433	-4%	-$18.4K	0.89%	45
2026 Q1	$504K	Buy	11,917 +335	+3%	+$14.3K	1.05%	36
2025 Q4	$497K	Buy	11,582 +205	+2%	+$8.8K	1.06%	34
2025 Q3	$493K	Buy	11,377 +60	+0.5%	+$2.58K	1.05%	32
2025 Q2	$488K	Buy	11,317 +380	+3%	+$16.1K	1.17%	30
2025 Q1	$465K	Buy	10,937 +265	+2%	+$11.4K	1.19%	28
2024 Q4	$455K	Buy	+10,672	New	+$459K	1.22%	27

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 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

Portland Financial Advisors's SHYG Position: Q2 2026 in Review

Portland Financial Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.6% in Q2 2026, selling an estimated $18.4K and leaving 11,484 shares worth $487K. The position accounts for 0.89% of the portfolio, ranked #45.

Portland Financial Advisors first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q1 2026. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Portland Financial Advisors held 11,484 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $487K as of Q2 2026.
Portland Financial Advisors sold 433 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $18.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.89% of Portland Financial Advisors's portfolio in Q2 2026, its #45 holding.
Portland Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Portland Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $504K in Q1 2026.
567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.