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

Sovran Advisors’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	$2.98M	Buy	70,859 +4,995	+8%	+$212K	0.22%	123
2026 Q1	$2.81M	Buy	65,864 +6,094	+10%	+$260K	0.22%	115
2025 Q4	$2.57M	Buy	59,770 +3,577	+6%	+$154K	0.22%	118
2025 Q3	$2.42M	Buy	56,193 +8,483	+18%	+$365K	0.21%	117
2025 Q2	$2.04M	Buy	47,710 +13,011	+37%	+$550K	0.21%	118
2025 Q1	$1.45M	Buy	34,699 +2,499	+8%	+$107K	0.19%	129
2024 Q4	$1.37M	Buy	+32,200	New	+$1.38M	0.2%	126

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

Sovran Advisors's SHYG Position: Q2 2026 in Review

Sovran Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.6% in Q2 2026, buying an estimated $212K and bringing the position to 70,859 shares worth $2.98M. The position accounts for 0.22% of the portfolio, ranked #123.

Sovran Advisors first reported a position in SHYG in Q4 2024 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Sovran Advisors held 70,859 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.98M as of Q2 2026.
Sovran Advisors bought 4,995 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $212K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.22% of Sovran Advisors's portfolio in Q2 2026, its #123 holding.
Sovran Advisors 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.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.