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 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	$9.84M	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	$9.29M	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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Sage Advisory Services's SHYG Position: Q2 2026 in Review

Sage Advisory Services held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 28,650 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #28.

Sage Advisory Services first reported a position in SHYG in Q3 2018 and has held it in 32 quarters since. The position peaked at $16.6M in Q1 2024. 241 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Sage Advisory Services held 28,650 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.22M as of Q2 2026.
Sage Advisory Services left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.6% of Sage Advisory Services's portfolio in Q2 2026, its #28 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 32 quarters since.
Sage Advisory Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $16.6M in Q1 2024.
241 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.