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United Advisor Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

United Advisor Group’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 		$243K Sell
5,741
-73
-1% -$3.12K 0.03% 447
2025
Q4 		$249K Buy
5,814
+936
+19% +$40.2K 0.03% 423
2025
Q3 		$211K Buy
+4,878
New +$210K 0.03% 435

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Advisor Group's SHYG Position: Q1 2026 in Review

United Advisor Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.3% in Q1 2026, selling an estimated $3.12K and leaving 5,741 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #447.

United Advisor Group first reported a position in SHYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • United Advisor Group held 5,741 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $243K as of Q1 2026.
  • United Advisor Group sold 73 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $3.12K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #447 holding.
  • United Advisor Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $249K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.