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

Transamerica 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	$254	Hold	5	–	–	﹤0.01%	1832
2026 Q1	$253	Sell	5 -330	-99%	-$14.1K	﹤0.01%	1587
2025 Q4	$14.4K	Buy	335 +7	+2%	+$300	﹤0.01%	780
2025 Q3	$14.2K	Buy	328 +322	+5,367%	+$13.9K	﹤0.01%	667
2025 Q2	$259	Hold	6	–	–	﹤0.01%	470
2025 Q1	$1K	Hold	6	–	–	﹤0.01%	537
2024 Q4	$1K	Hold	6	–	–	﹤0.01%	532
2024 Q3	$1K	Hold	6	–	–	﹤0.01%	536
2024 Q2	$1K	Hold	6	–	–	﹤0.01%	511
2024 Q1	$1K	Hold	6	–	–	﹤0.01%	556
2023 Q4	$1K	Hold	6	–	–	﹤0.01%	569
2023 Q3	$1K	Hold	6	–	–	﹤0.01%	590
2023 Q2	$1K	Hold	6	–	–	﹤0.01%	561
2023 Q1	$1K	Hold	6	–	–	﹤0.01%	545
2022 Q4	$1K	Hold	6	–	–	﹤0.01%	630
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	593
2022 Q2	$1K	Buy	+6	New	+$254	﹤0.01%	600
2020 Q3	–	Sell	-30,929	Closed	-$1.33M	–	423
2020 Q2	$1.33M	Buy	+30,929	New	+$1.31M	0.29%	62
2019 Q3	–	Sell	-32,568	Closed	-$1.52M	–	452
2019 Q2	$1.52M	Buy	+32,568	New	+$1.52M	0.33%	71

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

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

Transamerica Financial Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 5 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Transamerica Financial Advisors first reported a position in SHYG in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.52M in Q2 2019. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Transamerica Financial Advisors held 5 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $254 as of Q2 2026.
Transamerica Financial Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1832 holding.
Transamerica Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2019 and has held it in 19 quarters since.
Transamerica Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.52M in Q2 2019.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.