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 Q3	$292K	Buy	7,085 +1,222	+21%	+$51.4K	0.03%	459
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Arch Capital Group Pembroke, Bermuda $288M AUM 1.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

United Advisor Group's SHYG Position: Q3 2026 in Review

United Advisor Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 21% in Q3 2026, buying an estimated $51.4K and bringing the position to 7,085 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #459.

United Advisor Group first reported a position in SHYG in Q3 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

United Advisor Group held 7,085 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $292K as of Q3 2026.
United Advisor Group bought 1,222 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $51.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #459 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 5 quarters since.
320 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.