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

Trifecta Capital 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	$1.06K	Hold	25	–	–	﹤0.01%	357
2026 Q1	$1.06K	Hold	25	–	–	﹤0.01%	263
2025 Q4	$1.07K	Hold	25	–	–	﹤0.01%	258
2025 Q3	$1.08K	Hold	25	–	–	﹤0.01%	400
2025 Q2	$1.08K	Hold	25	–	–	﹤0.01%	419
2025 Q1	$1.06K	Hold	25	–	–	﹤0.01%	367
2024 Q4	$1.07K	Hold	25	–	–	﹤0.01%	363
2024 Q3	$1.09K	Hold	25	–	–	﹤0.01%	373
2024 Q2	$1.05K	Hold	25	–	–	﹤0.01%	376
2024 Q1	$1.06K	Hold	25	–	–	﹤0.01%	369
2023 Q4	$1.06K	Hold	25	–	–	﹤0.01%	393
2023 Q3	$1.03K	Hold	25	–	–	﹤0.01%	369
2023 Q2	$1.04K	Hold	25	–	–	﹤0.01%	371
2023 Q1	$1.04K	Hold	25	–	–	﹤0.01%	364
2022 Q4	$1.02K	Buy	+25	New	+$1.02K	﹤0.01%	376

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

Trifecta Capital Advisors's SHYG Position: Q2 2026 in Review

Trifecta Capital Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 25 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Trifecta Capital Advisors first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09K in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Trifecta Capital Advisors held 25 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.06K as of Q2 2026.
Trifecta Capital 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 Trifecta Capital Advisors's portfolio in Q2 2026, its #357 holding.
Trifecta Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.09K 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 Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.