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 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 $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Stewardship Advisors's SHYG Position: Q2 2026 in Review

Stewardship Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.6% in Q2 2026, buying an estimated $11.7K and bringing the position to 10,831 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #100.

Stewardship Advisors first reported a position in SHYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $469K in Q4 2025. 243 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Stewardship Advisors held 10,831 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $459K as of Q2 2026.
Stewardship Advisors bought 275 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $11.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Stewardship Advisors's portfolio in Q2 2026, its #100 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 8 quarters since.
Stewardship Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $469K in Q4 2025.
243 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.