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Sowell Financial Services’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Sowell Financial 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 		$262K Buy
6,179
+126
+2% +$5.35K 0.01% 932
2026
Q1 		$256K Sell
6,053
-388
-6% -$16.6K 0.01% 898
2025
Q4 		$276K Sell
6,441
-7,942
-55% -$341K 0.01% 862
2025
Q3 		$623K Buy
14,383
+338
+2% +$14.6K 0.02% 578
2025
Q2 		$606K Buy
14,045
+9,192
+189% +$389K 0.02% 559
2025
Q1 		$206K Buy
+4,853
New +$208K 0.01% 921
2023
Q4 		– Sell
-10,888
Closed -$447K – 573
2023
Q3 		$447K Sell
10,888
-34,198
-76% -$1.41M 0.03% 416
2023
Q2 		$1.87M Buy
45,086
+38,080
+544% +$1.57M 0.1% 227
2023
Q1 		$292K Sell
7,006
-36,505
-84% -$1.51M 0.02% 568
2022
Q4 		$1.78M Buy
+43,511
New +$1.78M 0.12% 206
2022
Q1 		– Sell
-66,146
Closed -$3M – 449
2021
Q4 		$3M Buy
+66,146
New +$3M 0.17% 137
2021
Q3 		– Sell
-87,889
Closed -$4.05M – 548
2021
Q2 		$4.05M Buy
87,889
+55,758
+174% +$2.56M 0.27% 102
2021
Q1 		$1.47M Sell
32,131
-2,574
-7% -$117K 0.05% 307
2020
Q4 		$1.58M Buy
34,705
+4,500
+15% +$201K 0.07% 245
2020
Q3 		$1.33M Sell
30,205
-13,648
-31% -$600K 0.07% 239
2020
Q2 		$1.88M Buy
43,853
+23,234
+113% +$982K 0.1% 181
2020
Q1 		$843K Buy
20,619
+19,896
+2,752% +$892K 0.06% 275
2019
Q4 		$34K Sell
723
-811
-53% -$37.5K ﹤0.01% 1285
2019
Q3 		$71K Buy
+1,534
New +$71.2K 0.01% 913

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

Sowell Financial Services's SHYG Position: Q2 2026 in Review

Sowell Financial Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.1% in Q2 2026, buying an estimated $5.35K and bringing the position to 6,179 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #932.

Sowell Financial Services first reported a position in SHYG in Q3 2019 and has held it in 19 quarters since. The position peaked at $4.05M in Q2 2021. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Sowell Financial Services held 6,179 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $262K as of Q2 2026.
  • Sowell Financial Services bought 126 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.35K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #932 holding.
  • Sowell Financial Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Sowell Financial Services's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $4.05M in Q2 2021.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.