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Kinetic Wealth Investment Advisors LLC’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$454K Buy
+10,716
New +$455K 0.21% 41

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

Kinetic Wealth Investment Advisors LLC's SHYG Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 10,716 shares worth $454K. The stake represents 0.21% of the portfolio and ranks #41 among its holdings.

571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 10,716 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $454K as of Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.21% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #41 holding.
  • 571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.