Powers Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Powers Advisory Group’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	$10.7M	Buy	251,518 +15,248	+6%	+$647K	3.34%	9
2026 Q1	$10M	Buy	236,270 +17,703	+8%	+$756K	3.53%	9
2025 Q4	$9.37M	Buy	218,567 +6,426	+3%	+$276K	3.53%	9
2025 Q3	$9.19M	Sell	212,141 -5,788	-3%	-$249K	3.66%	8
2025 Q2	$9.4M	Buy	217,929 +5,583	+3%	+$236K	4.13%	7
2025 Q1	$9.03M	Buy	212,346 +2,813	+1%	+$121K	4.3%	7
2024 Q4	$8.93M	Buy	209,533 +2,447	+1%	+$105K	4.47%	5
2024 Q3	$8.99M	Buy	207,086 +4,889	+2%	+$209K	4.49%	6
2024 Q2	$8.53M	Buy	202,197 +12,536	+7%	+$528K	4.65%	5
2024 Q1	$8.07M	Buy	189,661 +6,029	+3%	+$255K	4.61%	5
2023 Q4	$7.75M	Buy	183,632 +10,768	+6%	+$444K	4.78%	5
2023 Q3	$7.09M	Buy	172,864 +2,507	+1%	+$104K	4.82%	5
2023 Q2	$7.06M	Buy	170,357 +9,248	+6%	+$381K	4.68%	5
2023 Q1	$6.72M	Buy	161,109 +8,280	+5%	+$343K	4.69%	5
2022 Q4	$6.25M	Buy	152,829 +490	+0.3%	+$20K	4.61%	5
2022 Q3	$6.08M	Buy	152,339 +7,748	+5%	+$320K	4.85%	4
2022 Q2	$5.86M	Buy	144,591 +5,553	+4%	+$235K	4.51%	5
2022 Q1	$6.11M	Buy	139,038 +34,346	+33%	+$1.52M	4.25%	5
2021 Q4	$4.74M	Buy	+104,692	New	+$4.75M	3.34%	8

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

Powers Advisory Group's SHYG Position: Q2 2026 in Review

Powers Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.5% in Q2 2026, buying an estimated $647K and bringing the position to 251,518 shares worth $10.7M. The position accounts for 3.34% of the portfolio, ranked #9.

Powers Advisory Group first reported a position in SHYG in Q4 2021 and has held it in 19 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Powers Advisory Group held 251,518 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $10.7M as of Q2 2026.
Powers Advisory Group bought 15,248 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $647K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 3.34% of Powers Advisory Group's portfolio in Q2 2026, its #9 holding.
Powers Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.