SPIA
SHYG icon

Steward Partners Investment Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Steward Partners Investment Advisory’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 		$1.81M Buy
42,694
+6,781
+19% +$288K 0.01% 973
2026
Q1 		$1.52M Buy
35,913
+257
+0.7% +$11K 0.01% 967
2025
Q4 		$1.53M Buy
35,656
+3,242
+10% +$139K 0.01% 889
2025
Q3 		$1.4M Buy
32,414
+4,432
+16% +$191K 0.01% 911
2025
Q2 		$1.21M Sell
27,982
-319
-1% -$13.5K 0.01% 913
2025
Q1 		$1.2M Buy
28,301
+383
+1% +$16.4K 0.01% 838
2024
Q4 		$1.19M Buy
27,918
+3,553
+15% +$153K 0.01% 812
2024
Q3 		$1.06M Buy
24,365
+1,245
+5% +$53.2K 0.01% 829
2024
Q2 		$976K Buy
23,120
+1,279
+6% +$53.8K 0.01% 819
2024
Q1 		$929K Buy
21,841
+2,304
+12% +$97.5K 0.01% 821
2023
Q4 		$825K Sell
19,537
-309
-2% -$12.7K 0.01% 793
2023
Q3 		$814K Buy
19,846
+197
+1% +$8.14K 0.01% 749
2023
Q2 		$814K Sell
19,649
-2,848
-13% -$117K 0.01% 763
2023
Q1 		$938K Sell
22,497
-41,065
-65% -$1.7M 0.02% 718
2022
Q4 		$2.6M Buy
63,562
+58,862
+1,252% +$2.41M 0.04% 381
2022
Q3 		$188K Sell
4,700
-792
-14% -$32.7K ﹤0.01% 1228
2022
Q2 		$223K Buy
5,492
+33
+0.6% +$1.4K ﹤0.01% 1171
2022
Q1 		$240K Sell
5,459
-184
-3% -$8.15K ﹤0.01% 1224
2021
Q4 		$256K Buy
5,643
+3,363
+148% +$152K ﹤0.01% 1210
2021
Q3 		$104K Sell
2,280
-105
-4% -$4.8K ﹤0.01% 1527
2021
Q2 		$110K Sell
2,385
-2,952
-55% -$135K ﹤0.01% 2108
2021
Q1 		$244K Sell
5,337
-47,288
-90% -$2.15M ﹤0.01% 1206
2020
Q4 		$2.39M Buy
52,625
+4,932
+10% +$220K 0.05% 335
2020
Q3 		$2.1M Buy
47,693
+4,687
+11% +$206K 0.05% 314
2020
Q2 		$1.84M Buy
43,006
+6,726
+19% +$284K 0.05% 322
2020
Q1 		$1.48M Buy
+36,280
New +$1.63M 0.05% 311
2017
Q3 		– Sell
-31
Closed -$1K – 1750
2017
Q2 		$1K Buy
31
+9
+41% +$430 ﹤0.01% 1549
2017
Q1 		$1K Buy
+22
New +$1.05K ﹤0.01% 1436

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

Steward Partners Investment Advisory's SHYG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 19% in Q2 2026, buying an estimated $288K and bringing the position to 42,694 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #973.

Steward Partners Investment Advisory first reported a position in SHYG in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.6M in Q4 2022. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Steward Partners Investment Advisory held 42,694 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.81M as of Q2 2026.
  • Steward Partners Investment Advisory bought 6,781 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $288K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #973 holding.
  • Steward Partners Investment Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2017 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.6M in Q4 2022.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.