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

Tudor 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 Q1	$744K	Buy	17,590 +941	+6%	+$40.2K	0.38%	72
2025 Q4	$714K	Buy	16,649 +120	+0.7%	+$5.15K	0.37%	76
2025 Q3	$716K	Buy	16,529 +3,871	+31%	+$167K	0.38%	74
2025 Q2	$546K	Buy	12,658 +1,322	+12%	+$55.9K	0.31%	84
2025 Q1	$482K	Buy	11,336 +16	+0.1%	+$686	0.29%	90
2024 Q4	$482K	Buy	11,320 +535	+5%	+$23K	0.28%	91
2024 Q3	$468K	Buy	+10,785	New	+$461K	0.29%	86

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tudor Financial's SHYG Position: Q1 2026 in Review

Tudor Financial increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.7% in Q1 2026, buying an estimated $40.2K and bringing the position to 17,590 shares worth $744K. The position accounts for 0.38% of the portfolio, ranked #72.

Tudor Financial first reported a position in SHYG in Q3 2024 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Tudor Financial held 17,590 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $744K as of Q1 2026.
Tudor Financial bought 941 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $40.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.38% of Tudor Financial's portfolio in Q1 2026, its #72 holding.
Tudor Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.