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RFG Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

RFG Advisory’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 		$723K Buy
+17,047
New +$723K 0.01% 686
2025
Q2 		– Sell
-6,173
Closed -$262K – 973
2025
Q1 		$262K Buy
6,173
+317
+5% +$13.6K 0.01% 752
2024
Q4 		$250K Buy
5,856
+905
+18% +$38.9K 0.01% 695
2024
Q3 		$215K Sell
4,951
-738
-13% -$31.5K 0.01% 695
2024
Q2 		$240K Sell
5,689
-5,755
-50% -$242K 0.01% 644
2024
Q1 		$487K Buy
+11,444
New +$484K 0.02% 509
2023
Q1 		– Sell
-47,684
Closed -$2M – 656
2022
Q4 		$2M Sell
47,684
-38,210
-44% -$1.56M 0.1% 151
2022
Q3 		$3.49M Buy
85,894
+80,912
+1,624% +$3.35M 0.2% 101
2022
Q2 		$211K Sell
4,982
-2,487
-33% -$105K 0.01% 530
2022
Q1 		$328K Buy
7,469
+191
+3% +$8.46K 0.02% 398
2021
Q4 		$330K Sell
7,278
-3,173
-30% -$144K 0.02% 383
2021
Q3 		$478K Sell
10,451
-363
-3% -$16.6K 0.04% 283
2021
Q2 		$498K Sell
10,814
-14,184
-57% -$650K 0.04% 269
2021
Q1 		$1.15M Sell
24,998
-42,168
-63% -$1.92M 0.12% 136
2020
Q4 		$3.06M Sell
67,166
-10,218
-13% -$456K 0.4% 51
2020
Q3 		$3.4M Buy
77,384
+4,263
+6% +$187K 0.48% 39
2020
Q2 		$3.14M Buy
73,121
+6,140
+9% +$259K 0.49% 40
2020
Q1 		$2.74M Buy
+66,981
New +$3M 0.51% 37
2019
Q1 		– Sell
-8,120
Closed -$362K – 298
2018
Q4 		$362K Sell
8,120
-1,965
-19% -$90.1K 0.09% 179
2018
Q3 		$475K Sell
10,085
-52,054
-84% -$2.44M 0.12% 165
2018
Q2 		$2.9M Buy
62,139
+2,134
+4% +$99.8K 0.87% 24
2018
Q1 		$2.81M Buy
60,005
+31,888
+113% +$1.5M 1.04% 23
2017
Q4 		$1.32M Buy
+28,117
New +$1.33M 0.62% 35

Other funds holding SHYG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

RFG Advisory's SHYG Position: Q2 2026 in Review

RFG Advisory opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 17,047 shares worth $723K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: RFG Advisory previously reported a position in SHYG as recently as Q1 2025.

RFG Advisory first reported a position in SHYG in Q4 2017 and has held it in 23 quarters since. The position peaked at $3.49M in Q3 2022. 76 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • RFG Advisory held 17,047 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $723K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new RFG Advisory position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #686 holding.
  • RFG Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • RFG Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.49M in Q3 2022.
  • 76 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.