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

TPG Financial 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	$422K	Sell	9,961 -243	-2%	-$10.3K	0.13%	56
2026 Q1	$432K	Sell	10,204 -865	-8%	-$36.9K	0.14%	54
2025 Q4	$475K	Buy	11,069 +1,109	+11%	+$47.6K	0.16%	49
2025 Q3	$431K	Hold	9,960	–	–	0.16%	50
2025 Q2	$430K	Buy	9,960 +475	+5%	+$20.1K	0.17%	49
2025 Q1	$403K	Sell	9,485 -194	-2%	-$8.32K	0.18%	47
2024 Q4	$412K	Sell	9,679 -2,900	-23%	-$125K	0.18%	48
2024 Q3	$546K	Buy	12,579 +565	+5%	+$24.1K	0.25%	42
2024 Q2	$507K	Buy	+12,014	New	+$506K	0.24%	44
2023 Q4	$274K	Buy	6,500 +1,616	+33%	+$66.6K	0.14%	54
2023 Q3	$200K	Buy	+4,884	New	+$202K	0.1%	54

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

TPG Financial Advisors's SHYG Position: Q2 2026 in Review

TPG Financial Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.4% in Q2 2026, selling an estimated $10.3K and leaving 9,961 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #56.

TPG Financial Advisors first reported a position in SHYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $546K in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

TPG Financial Advisors held 9,961 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $422K as of Q2 2026.
TPG Financial Advisors sold 243 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $10.3K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.13% of TPG Financial Advisors's portfolio in Q2 2026, its #56 holding.
TPG Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
TPG Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $546K in Q3 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.