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

Rooted Wealth 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	$517K	Sell	12,180 -34,771	-74%	-$1.48M	0.13%	92
2026 Q1	$2M	Sell	46,951 -2,308	-5%	-$98.5K	0.53%	39
2025 Q4	$2.11M	Buy	49,259 +1,163	+2%	+$49.9K	0.59%	38
2025 Q3	$2.07M	Buy	48,096 +3,281	+7%	+$141K	0.63%	31
2025 Q2	$1.92M	Buy	44,815 +5,749	+15%	+$243K	0.66%	31
2025 Q1	$1.61M	Buy	39,066 +2,875	+8%	+$123K	0.69%	27
2024 Q4	$1.55M	Buy	36,191 +3,104	+9%	+$133K	0.6%	33
2024 Q3	$1.42M	Sell	33,087 -30,079	-48%	-$1.29M	0.63%	31
2024 Q2	$2.69M	Buy	63,166 +5,057	+9%	+$213K	1.19%	21
2024 Q1	$2.45M	Buy	58,109 +1,615	+3%	+$68.4K	1.21%	20
2023 Q4	$2.39M	Buy	56,494 +9,348	+20%	+$386K	1.25%	20
2023 Q3	$1.95M	Sell	47,146 -34,613	-42%	-$1.43M	1.2%	24
2023 Q2	$3.36M	Buy	+81,759	New	+$3.37M	2.27%	13

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

Rooted Wealth Advisors's SHYG Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 74% in Q2 2026, selling an estimated $1.48M and leaving 12,180 shares worth $517K. The position accounts for 0.13% of the portfolio, ranked #92.

Rooted Wealth Advisors first reported a position in SHYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.36M in Q2 2023. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Rooted Wealth Advisors held 12,180 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $517K as of Q2 2026.
Rooted Wealth Advisors sold 34,771 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.48M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of Rooted Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Rooted Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Rooted Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.36M in Q2 2023.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.