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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
Q2 		$249K Buy
5,863
+122
+2% +$5.18K 0.03% 472
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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Advisor Group's SHYG Position: Q2 2026 in Review

United Advisor Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 2.1% in Q2 2026, buying an estimated $5.18K and bringing the position to 5,863 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #472.

United Advisor Group first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • United Advisor Group held 5,863 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $249K as of Q2 2026.
  • United Advisor Group bought 122 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $5.18K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #472 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 4 quarters since.
  • United Advisor Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $249K in Q4 2025.
  • 573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.