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

Summit Financial’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 		$2.09M Buy
49,376
+3,928
+9% +$167K 0.02% 625
2026
Q1 		$1.92M Buy
45,448
+10,909
+32% +$466K 0.02% 587
2025
Q4 		$1.48M Buy
34,539
+9,312
+37% +$400K 0.02% 555
2025
Q3 		$1.09M Buy
25,227
+9,674
+62% +$417K 0.02% 624
2025
Q2 		$671K Buy
15,553
+9,380
+152% +$397K 0.02% 502
2025
Q1 		$262K Buy
6,173
+1,282
+26% +$55K 0.01% 638
2024
Q4 		$208K Buy
+4,891
New +$210K 0.01% 615
2024
Q3 		– Sell
-4,762
Closed -$201K – 553
2024
Q2 		$201K Buy
4,762
+35
+0.7% +$1.47K 0.01% 477
2024
Q1 		$201K Buy
+4,727
New +$200K 0.01% 374

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

Summit Financial's SHYG Position: Q2 2026 in Review

Summit Financial increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8.6% in Q2 2026, buying an estimated $167K and bringing the position to 49,376 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #625.

Summit Financial first reported a position in SHYG in Q1 2024 and has held it in 9 quarters since. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Summit Financial held 49,376 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.09M as of Q2 2026.
  • Summit Financial bought 3,928 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $167K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #625 holding.
  • Summit Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.