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Silver Oak Securities’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Silver Oak Securities’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 		– Sell
-11,390
Closed -$482K – 894
2026
Q1 		$482K Buy
11,390
+11,051
+3,260% +$472K 0.04% 451
2025
Q4 		$14.5K Buy
339
+65
+24% +$2.79K ﹤0.01% 804
2025
Q3 		$11.9K Sell
274
-10,520
-97% -$453K ﹤0.01% 745
2025
Q2 		$466K Sell
10,794
-325
-3% -$13.7K 0.04% 432
2025
Q1 		$473K Buy
11,119
+10,891
+4,777% +$467K 0.04% 383
2024
Q4 		$9.74K Buy
228
+5
+2% +$215 ﹤0.01% 625
2024
Q3 		$9.69K Buy
223
+4
+2% +$171 ﹤0.01% 541
2024
Q2 		$9.25K Buy
+219
New +$9.22K ﹤0.01% 476

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

Silver Oak Securities's SHYG Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 11,390 shares — an estimated $482K sold.

Silver Oak Securities first reported a position in SHYG in Q2 2024 and held it in 8 quarters. The position peaked at $482K in Q1 2026. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Silver Oak Securities reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 11,390 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $482K.
  • Silver Oak Securities first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
  • Silver Oak Securities's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $482K in Q1 2026.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.