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

Savvy Advisors Inc’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 		$2.29M Sell
54,010
-21,360
-28% -$906K 0.05% 307
2026
Q1 		$3.19M Buy
75,370
+54,993
+270% +$2.35M 0.09% 181
2025
Q4 		$874K Buy
20,377
+9,745
+92% +$418K 0.03% 395
2025
Q3 		$460K Buy
10,632
+4,932
+87% +$212K 0.02% 451
2025
Q2 		$246K Sell
5,700
-1,266
-18% -$53.6K 0.02% 532
2025
Q1 		$296K Buy
6,966
+1,119
+19% +$48K 0.03% 398
2024
Q4 		$249K Buy
+5,847
New +$251K 0.03% 382

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

Savvy Advisors Inc's SHYG Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 28% in Q2 2026, selling an estimated $906K and leaving 54,010 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #307.

Savvy Advisors Inc first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q1 2026. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Savvy Advisors Inc held 54,010 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.29M as of Q2 2026.
  • Savvy Advisors Inc sold 21,360 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $906K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #307 holding.
  • Savvy Advisors Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.19M in Q1 2026.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.