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

Stewardship 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 Q3	$464K	Buy	11,259 +428	+4%	+$18K	0.1%	99
2026 Q2	$459K	Buy	10,831 +275	+3%	+$11.7K	0.1%	100
2026 Q1	$447K	Sell	10,556 -373	-3%	-$15.9K	0.1%	98
2025 Q4	$469K	Buy	10,929 +302	+3%	+$13K	0.11%	92
2025 Q3	$460K	Buy	10,627 +565	+6%	+$24.3K	0.11%	91
2025 Q2	$434K	Buy	10,062 +551	+6%	+$23.3K	0.11%	88
2025 Q1	$404K	Buy	9,511 +718	+8%	+$30.8K	0.11%	90
2024 Q4	$375K	Buy	8,793 +2,487	+39%	+$107K	0.1%	106
2024 Q3	$274K	Buy	+6,306	New	+$269K	0.08%	111

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Stewardship Advisors's SHYG Position: Q3 2026 in Review

Stewardship Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4% in Q3 2026, buying an estimated $18K and bringing the position to 11,259 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #99.

Stewardship Advisors first reported a position in SHYG in Q3 2024 and has held it in 9 quarters since. The position peaked at $469K in Q4 2025. 349 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Stewardship Advisors held 11,259 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $464K as of Q3 2026.
Stewardship Advisors bought 428 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $18K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Stewardship Advisors's portfolio in Q3 2026, its #99 holding.
Stewardship Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Stewardship Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $469K in Q4 2025.
349 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.