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

SageView Advisory Group’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	$4.41M	Buy	103,914 +1,206	+1%	+$51.2K	0.14%	94
2026 Q1	$4.35M	Sell	102,708 -4,868	-5%	-$208K	0.16%	78
2025 Q4	$4.61M	Buy	107,576 +747	+0.7%	+$32.1K	0.16%	82
2025 Q3	$4.63M	Sell	106,829 -1,163	-1%	-$50.1K	0.16%	80
2025 Q2	$4.65M	Buy	107,992 +504	+0.5%	+$21.3K	0.18%	63
2025 Q1	$4.57M	Sell	107,488 -4,206	-4%	-$180K	0.19%	57
2024 Q4	$4.76M	Buy	111,694 +67	+0.1%	+$2.88K	0.2%	60
2024 Q3	$4.85M	Buy	+111,627	New	+$4.77M	0.25%	51
2024 Q2	–	Hold	0	–	–	–	57
2023 Q4	–	Sell	-102,173	Closed	-$4.21M	–	66
2023 Q3	$4.19M	Buy	102,173 +9,443	+10%	+$390K	0.24%	62
2023 Q2	$3.84M	Buy	92,730 +10,284	+12%	+$424K	0.21%	71
2023 Q1	$3.44M	Buy	+82,446	New	+$3.41M	0.22%	74

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

SageView Advisory Group's SHYG Position: Q2 2026 in Review

SageView Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q2 2026, buying an estimated $51.2K and bringing the position to 103,914 shares worth $4.41M. The position accounts for 0.14% of the portfolio, ranked #94.

SageView Advisory Group first reported a position in SHYG in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.85M in Q3 2024. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

SageView Advisory Group held 103,914 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $4.41M as of Q2 2026.
SageView Advisory Group bought 1,206 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $51.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.14% of SageView Advisory Group's portfolio in Q2 2026, its #94 holding.
SageView Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 11 quarters since.
SageView Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.85M in Q3 2024.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.