Raymond James Financial
SHYG icon

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

Raymond James Financial’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 		$35.5M Buy
837,457
+11,727
+1% +$498K 0.01% 1149
2026
Q1 		$34.9M Sell
825,730
-15,721
-2% -$671K 0.01% 1080
2025
Q4 		$36.1M Sell
841,451
-306,410
-27% -$13.1M 0.01% 1030
2025
Q3 		$49.7M Sell
1,147,861
-336
-0% -$14.5K 0.02% 814
2025
Q2 		$49.5M Buy
1,148,197
+438,520
+62% +$18.6M 0.02% 761
2025
Q1 		$30.2M Buy
709,677
+10,187
+1% +$437K 0.01% 1031
2024
Q4 		$29.8M Buy
+699,490
New +$30.1M 0.01% 1044

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

Raymond James Financial's SHYG Position: Q2 2026 in Review

Raymond James Financial increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.4% in Q2 2026, buying an estimated $498K and bringing the position to 837,457 shares worth $35.5M. The position accounts for 0.01% of the portfolio, ranked #1149.

Raymond James Financial first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.7M in Q3 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Raymond James Financial held 837,457 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $35.5M as of Q2 2026.
  • Raymond James Financial bought 11,727 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $498K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1149 holding.
  • Raymond James Financial 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.
  • Raymond James Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $49.7M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.