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

Stratos Wealth 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	$688K	Buy	+16,221	New	+$688K	0.04%	340
2023 Q3	–	Sell	-5,346	Closed	-$222K	–	710
2023 Q2	$222K	Sell	5,346 -85	-2%	-$3.5K	0.02%	583
2023 Q1	$226K	Sell	5,431 -11,011	-67%	-$456K	0.02%	556
2022 Q4	$672K	Buy	+16,442	New	+$673K	0.06%	351
2022 Q3	–	Sell	-9,840	Closed	-$399K	–	531
2022 Q2	$399K	Buy	9,840 +197	+2%	+$8.33K	0.04%	399
2022 Q1	$424K	Sell	9,643 -621	-6%	-$27.5K	0.03%	405
2021 Q4	$465K	Sell	10,264 -415	-4%	-$18.8K	0.03%	404
2021 Q3	$488K	Sell	10,679 -2,124	-17%	-$97.2K	0.04%	364
2021 Q2	$590K	Sell	12,803 -1,709	-12%	-$78.3K	0.05%	328
2021 Q1	$665K	Sell	14,512 -29,084	-67%	-$1.32M	0.07%	270
2020 Q4	$1.98M	Buy	43,596 +25,142	+136%	+$1.12M	0.27%	87
2020 Q3	$811K	Buy	18,454 +8,424	+84%	+$370K	0.2%	129
2020 Q2	$430K	Buy	10,030 +6,049	+152%	+$256K	0.13%	157
2020 Q1	$163K	Buy	+3,981	New	+$178K	0.12%	147

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Advisors's SHYG Position: Q2 2026 in Review

Stratos Wealth Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 16,221 shares worth $688K. The stake represents 0.04% of the portfolio and ranks #340 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in SHYG as recently as Q2 2023.

Stratos Wealth Advisors first reported a position in SHYG in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.98M in Q4 2020. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Stratos Wealth Advisors held 16,221 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $688K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Stratos Wealth Advisors position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q2 2026, its #340 holding.
Stratos Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 14 quarters since.
Stratos Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.98M in Q4 2020.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.