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

Procyon 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 Q3	$252K	Sell	6,097 -2,850	-32%	-$120K	0.01%	497
2026 Q2	$379K	Sell	8,947 -969	-10%	-$41.1K	0.02%	407
2026 Q1	$420K	Buy	+9,916	New	+$423K	0.02%	382
2025 Q4	–	Sell	-5,028	Closed	-$218K	–	591
2025 Q3	$218K	Sell	5,028 -159	-3%	-$6.85K	0.01%	466
2025 Q2	$224K	Sell	5,187 -225	-4%	-$9.5K	0.02%	433
2025 Q1	$230K	Sell	5,412 -764	-12%	-$32.8K	0.01%	540
2024 Q4	$263K	Sell	6,176 -718	-10%	-$30.9K	0.02%	465
2024 Q3	$299K	Buy	6,894 +705	+11%	+$30.1K	0.02%	448
2024 Q2	$261K	Buy	+6,189	New	+$261K	0.02%	449
2022 Q2	–	Sell	-13,332	Closed	-$586K	–	354
2022 Q1	$586K	Sell	13,332 -2,185	-14%	-$96.8K	0.12%	159
2021 Q4	$703K	Buy	15,517 +5,649	+57%	+$256K	0.15%	132
2021 Q3	$451K	Sell	9,868 -3,115	-24%	-$143K	0.11%	176
2021 Q2	$598K	Buy	12,983 +2,429	+23%	+$111K	0.16%	118
2021 Q1	$483K	Buy	10,554 +495	+5%	+$22.5K	0.22%	116
2020 Q4	$457K	Buy	+10,059	New	+$449K	0.22%	111
2020 Q3	–	Sell	-5	Closed	–	–	899
2020 Q2	$0	Buy	5 +1	+25%	+$42	﹤0.01%	1177
2020 Q1	$0	Buy	+4	New	+$179	﹤0.01%	1139

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Procyon Advisors's SHYG Position: Q3 2026 in Review

Procyon Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 32% in Q3 2026, selling an estimated $120K and leaving 6,097 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #497.

Procyon Advisors first reported a position in SHYG in Q1 2020 and has held it in 17 quarters since. The position peaked at $703K in Q4 2021. 339 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Procyon Advisors held 6,097 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $252K as of Q3 2026.
Procyon Advisors sold 2,850 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $120K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Procyon Advisors's portfolio in Q3 2026, its #497 holding.
Procyon Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 17 quarters since.
Procyon Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $703K in Q4 2021.
339 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.