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

Prospera Financial Services’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	$1.51M	Buy	35,516 +19,301	+119%	+$819K	0.02%	602
2026 Q1	$686K	Buy	16,215 +5,132	+46%	+$219K	0.01%	876
2025 Q4	$475K	Sell	11,083 -29,335	-73%	-$1.26M	0.01%	942
2025 Q3	$1.75M	Sell	40,418 -4,662	-10%	-$201K	0.03%	510
2025 Q2	$1.94M	Sell	45,080 -6,794	-13%	-$287K	0.04%	473
2025 Q1	$2.21M	Sell	51,874 -76,425	-60%	-$3.28M	0.05%	374
2024 Q4	$5.47M	Sell	128,299 -7,769	-6%	-$334K	0.13%	180
2024 Q3	$5.91M	Buy	+136,068	New	+$5.81M	0.15%	146
2024 Q1	–	Sell	-42,383	Closed	-$1.79M	–	1135
2023 Q4	$1.79M	Buy	+42,383	New	+$1.75M	0.06%	331
2023 Q1	–	Sell	-13,262	Closed	-$542K	–	998
2022 Q4	$542K	Buy	+13,262	New	+$543K	0.03%	511
2022 Q2	–	Sell	-2,559	Closed	-$112K	–	2446
2022 Q1	$112K	Buy	+2,559	New	+$113K	﹤0.01%	1078

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

Prospera Financial Services's SHYG Position: Q2 2026 in Review

Prospera Financial Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 119% in Q2 2026, buying an estimated $819K and bringing the position to 35,516 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #602.

Prospera Financial Services first reported a position in SHYG in Q1 2022 and has held it in 11 quarters since. The position peaked at $5.91M in Q3 2024. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Prospera Financial Services held 35,516 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.51M as of Q2 2026.
Prospera Financial Services bought 19,301 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $819K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #602 holding.
Prospera Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
Prospera Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.91M in Q3 2024.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.