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

Resurgent Financial 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 Q1	$1.27M	Sell	30,003 -1,234	-4%	-$52.7K	0.46%	53
2025 Q4	$1.34M	Buy	31,237 +2,622	+9%	+$113K	0.67%	34
2025 Q3	$1.24M	Buy	28,615 +4,304	+18%	+$185K	0.61%	39
2025 Q2	$1.05M	Buy	24,311 +78	+0.3%	+$3.3K	0.58%	49
2025 Q1	$1.03M	Buy	24,233 +1,885	+8%	+$80.9K	0.62%	41
2024 Q4	$952K	Buy	22,348 +4,726	+27%	+$203K	0.56%	47
2024 Q3	$765K	Buy	17,622 +8,584	+95%	+$367K	0.45%	64
2024 Q2	$381K	Sell	9,038 -9,913	-52%	-$417K	0.24%	122
2024 Q1	$806K	Buy	18,951 +14,398	+316%	+$609K	0.43%	70
2023 Q4	$192K	Buy	+4,553	New	+$188K	0.12%	170
2023 Q1	–	Sell	-3,655	Closed	-$149K	–	610
2022 Q4	$149K	Buy	+3,655	New	+$150K	0.08%	242

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Resurgent Financial Advisors's SHYG Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4% in Q1 2026, selling an estimated $52.7K and leaving 30,003 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #53.

Resurgent Financial Advisors first reported a position in SHYG in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Resurgent Financial Advisors held 30,003 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.27M as of Q1 2026.
Resurgent Financial Advisors sold 1,234 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $52.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.46% of Resurgent Financial Advisors's portfolio in Q1 2026, its #53 holding.
Resurgent Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Resurgent Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.34M in Q4 2025.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.