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

Regal 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	$1.08M	Buy	+25,430	New	+$1.08M	0.06%	306
2023 Q1	–	Sell	-47,706	Closed	-$1.95M	–	549
2022 Q4	$1.95M	Buy	+47,706	New	+$1.95M	0.19%	128
2021 Q4	–	Sell	-23,205	Closed	-$1.06M	–	556
2021 Q3	$1.06M	Buy	+23,205	New	+$1.06M	0.1%	214
2021 Q1	–	Sell	-16,723	Closed	-$760K	–	352
2020 Q4	$760K	Buy	+16,723	New	+$747K	0.09%	214
2020 Q3	–	Sell	-6,939	Closed	-$298K	–	232
2020 Q2	$298K	Buy	+6,939	New	+$293K	0.05%	244
2015 Q2	–	Sell	-304	Closed	-$15K	–	1006
2015 Q1	$15K	Buy	+304	New	+$14.8K	﹤0.01%	614

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

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

Regal Investment Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 25,430 shares worth $1.08M. The stake represents 0.06% of the portfolio and ranks #306 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in SHYG as recently as Q4 2022.

Regal Investment Advisors first reported a position in SHYG in Q1 2015 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2022. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Regal Investment Advisors held 25,430 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.08M as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Regal Investment Advisors position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #306 holding.
Regal Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2015 and has held it in 6 quarters since.
Regal Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.95M in Q4 2022.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.