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S&A Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

S&A Financial Services’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 		$11.9M Buy
280,282
+5,497
+2% +$233K 7.26% 1
2026
Q1 		$11.6M Buy
+274,785
New +$11.7M 7.99% 1

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

S&A Financial Services's SHYG Position: Q2 2026 in Review

S&A Financial Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2% in Q2 2026, buying an estimated $233K and bringing the position to 280,282 shares worth $11.9M. The position accounts for 7.26% of the portfolio, ranked #1.

S&A Financial Services first reported a position in SHYG in Q1 2026 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • S&A Financial Services held 280,282 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $11.9M as of Q2 2026.
  • S&A Financial Services bought 5,497 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $233K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 7.26% of S&A Financial Services's portfolio in Q2 2026, its #1 holding.
  • S&A Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.