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

Strategic Investment 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
Q1 		$2.42M Buy
57,224
+12,381
+28% +$528K 0.17% 65
2025
Q4 		$1.92M Buy
44,843
+33,619
+300% +$1.44M 0.17% 69
2025
Q3 		$1.96M Sell
11,224
-34,418
-75% -$1.48M 0.18% 66
2025
Q2 		$1.97M Sell
45,642
-1,003
-2% -$42.4K 0.19% 60
2025
Q1 		$1.98M Buy
46,645
+6,426
+16% +$276K 0.21% 68
2024
Q4 		$1.71M Buy
40,219
+3,427
+9% +$147K 0.18% 73
2024
Q3 		$1.6M Buy
36,792
+2,796
+8% +$119K 0.18% 78
2024
Q2 		$1.43M Buy
33,996
+10,923
+47% +$460K 0.17% 76
2024
Q1 		$982K Buy
+23,073
New +$977K 0.13% 109
2023
Q2 		– Sell
-7,632
Closed -$318K – 242
2023
Q1 		$318K Sell
7,632
-4,647
-38% -$192K 0.06% 192
2022
Q4 		$502K Buy
12,279
+6,348
+107% +$260K 0.1% 151
2022
Q3 		$237K Sell
5,931
-4,784
-45% -$198K 0.05% 162
2022
Q2 		$435K Buy
10,715
+2,843
+36% +$120K 0.09% 159
2022
Q1 		$346K Sell
7,872
-535
-6% -$23.7K 0.07% 174
2021
Q4 		$381K Sell
8,407
-474
-5% -$21.5K 0.07% 166
2021
Q3 		$406K Sell
8,881
-122
-1% -$5.58K 0.09% 158
2021
Q2 		$415K Sell
9,003
-251
-3% -$11.5K 0.1% 163
2021
Q1 		$424K Buy
9,254
+1,556
+20% +$70.8K 0.11% 152
2020
Q4 		$350K Buy
7,698
+1,207
+19% +$53.9K 0.1% 159
2020
Q3 		$286K Buy
6,491
+1,006
+18% +$44.2K 0.1% 144
2020
Q2 		$235K Buy
+5,485
New +$232K 0.09% 157

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Investment Advisors's SHYG Position: Q1 2026 in Review

Strategic Investment Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 28% in Q1 2026, buying an estimated $528K and bringing the position to 57,224 shares worth $2.42M. The position accounts for 0.17% of the portfolio, ranked #65.

Strategic Investment Advisors first reported a position in SHYG in Q2 2020 and has held it in 21 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Strategic Investment Advisors held 57,224 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.42M as of Q1 2026.
  • Strategic Investment Advisors bought 12,381 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $528K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.17% of Strategic Investment Advisors's portfolio in Q1 2026, its #65 holding.
  • Strategic Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.