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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
Q3 		$336K Buy
8,145
+6,075
+293% +$255K 0.1% 162
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
PAG
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Realta Investment Advisors's SHYG Position: Q3 2026 in Review

Realta Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 293% in Q3 2026, buying an estimated $255K and bringing the position to 8,145 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #162.

Realta Investment Advisors first reported a position in SHYG in Q3 2022 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Realta Investment Advisors held 8,145 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $336K as of Q3 2026.
  • Realta Investment Advisors bought 6,075 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $255K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Realta Investment Advisors's portfolio in Q3 2026, its #162 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 9 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.