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

Realta Investment 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	$87.8K	Buy	2,070 +135	+7%	+$5.73K	0.03%	246
2026 Q1	$81.9K	Sell	1,935 -210	-10%	-$8.96K	0.03%	235
2025 Q4	$92K	Hold	2,145	–	–	0.03%	225
2025 Q3	$92.9K	Buy	2,145 +500	+30%	+$21.5K	0.03%	213
2025 Q2	$71K	Sell	1,645 -1,865	-53%	-$78.9K	0.03%	213
2025 Q1	$149K	Buy	+3,510	New	+$151K	0.07%	186
2023 Q1	–	Sell	-480	Closed	-$19.6K	–	755
2022 Q4	$19.6K	Buy	480 +180	+60%	+$7.36K	﹤0.01%	647
2022 Q3	$12K	Buy	+300	New	+$12.4K	﹤0.01%	675

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

Realta Investment Advisors's SHYG Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7% in Q2 2026, buying an estimated $5.73K and bringing the position to 2,070 shares worth $87.8K. The position accounts for 0.03% of the portfolio, ranked #246.

Realta Investment Advisors first reported a position in SHYG in Q3 2022 and has held it in 8 quarters since. The position peaked at $149K in Q1 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Realta Investment Advisors held 2,070 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $87.8K as of Q2 2026.
Realta Investment Advisors bought 135 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.73K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #246 holding.
Realta Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2022 and has held it in 8 quarters since.
Realta Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $149K in Q1 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.