Sage Advisory Services
SHYG icon

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

Sage Advisory 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
Q3 		$1.18M Hold
28,650
– – 0.64% 27
2026
Q2 		$1.22M Hold
28,650
– – 0.6% 28
2026
Q1 		$1.21M Sell
28,650
-91,699
-76% -$3.91M 0.66% 27
2025
Q4 		$5.16M Sell
120,349
-6,058
-5% -$260K 2.81% 13
2025
Q3 		$5.47M Buy
126,407
+1,984
+2% +$85.4K 2.87% 15
2025
Q2 		$5.37M Buy
124,423
+7,095
+6% +$300K 2.92% 12
2025
Q1 		$4.99M Sell
117,328
-4,490
-4% -$193K 2.93% 14
2024
Q4 		$5.19M Sell
121,818
-233,307
-66% -$10M 3.08% 12
2024
Q3 		$15M Hold
355,125
– – 4.21% 8
2024
Q2 		$15M Sell
355,125
-35,240
-9% -$1.48M 4.21% 8
2024
Q1 		$16.6M Buy
390,365
+93,383
+31% +$3.95M 4.53% 8
2023
Q4 		$12.5M Sell
296,982
-4,359
-1% -$180K 3.36% 11
2023
Q3 		$12.4M Buy
301,341
+18,274
+6% +$755K 3.46% 9
2023
Q2 		$11.7M Sell
283,067
-56,705
-17% -$2.34M 3.42% 11
2023
Q1 		$14.2M Sell
339,772
-4,161
-1% -$172K 4.02% 7
2022
Q4 		$14.1M Buy
343,933
+12,545
+4% +$513K 4.11% 8
2022
Q3 		$13.2M Buy
331,388
+16,472
+5% +$681K 4.12% 10
2022
Q2 		$12.8M Buy
314,916
+19,503
+7% +$825K 3.65% 8
2022
Q1 		$13M Sell
295,413
-33,411
-10% -$1.48M 3.28% 13
2021
Q4 		$14.9M Sell
328,824
-14,677
-4% -$665K 3.7% 9
2021
Q3 		$15.7M Buy
343,501
+40,282
+13% +$1.84M 4.08% 7
2021
Q2 		$14M Buy
303,219
+27,315
+10% +$1.25M 3.82% 7
2021
Q1 		$12.6M Buy
275,904
+25,937
+10% +$1.18M 3.08% 14
2020
Q4 		$11.4M Buy
249,967
+25,971
+12% +$1.16M 3% 14
2020
Q3 		$9.8M Buy
223,996
+32,358
+17% +$1.42M 3.24% 11
2020
Q2 		$8.22M Sell
191,638
-35,740
-16% -$1.51M 2.58% 13
2020
Q1 		$9.3M Sell
227,378
-45,650
-17% -$2.05M 3.58% 9
2019
Q4 		$12.7M Sell
273,028
-7,196
-3% -$333K 4.02% 9
2019
Q3 		$13M Buy
280,224
+106,083
+61% +$4.93M 4.27% 9
2019
Q2 		$8.13M Buy
174,141
+161,735
+1,304% +$7.52M 2.39% 17
2019
Q1 		$579K Buy
12,406
+6,365
+105% +$294K 0.06% 44
2018
Q4 		$269K Sell
6,041
-3,420
-36% -$157K 0.03% 51
2018
Q3 		$445K Buy
+9,461
New +$443K 0.04% 45

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BlueSky Wealth Advisors
BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sage Advisory Services's SHYG Position: Q3 2026 in Review

Sage Advisory Services held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q3 2026 at 28,650 shares worth $1.18M. The position accounts for 0.64% of the portfolio, ranked #27.

Sage Advisory Services first reported a position in SHYG in Q3 2018 and has held it in 33 quarters since. The position peaked at $16.6M in Q1 2024. 219 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

  • Sage Advisory Services held 28,650 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.18M as of Q3 2026.
  • Sage Advisory Services left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.64% of Sage Advisory Services's portfolio in Q3 2026, its #27 holding.
  • Sage Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2018 and has held it in 33 quarters since.
  • Sage Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $16.6M in Q1 2024.
  • 219 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.