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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$215K Hold
5,065
0.02% 326
2026
Q1
$214K Buy
+5,065
New +$216K 0.03% 301
2024
Q4
Sell
-5,450
Closed -$237K 293
2024
Q3
$237K Sell
5,450
-2,464
-31% -$105K 0.05% 245
2024
Q2
$334K Sell
7,914
-380
-5% -$16K 0.07% 186
2024
Q1
$353K Sell
8,294
-130
-2% -$5.5K 0.07% 195
2023
Q4
$356K Sell
8,424
-210
-2% -$8.66K 0.08% 188
2023
Q3
$354K Buy
8,634
+2,762
+47% +$114K 0.09% 166
2023
Q2
$243K Buy
+5,872
New +$242K 0.06% 208

Other funds holding SHYG

Walkner Condon Financial Advisors's SHYG Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) position steady in Q2 2026 at 5,065 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #326.

Walkner Condon Financial Advisors first reported a position in SHYG in Q2 2023 and has held it in 8 quarters since. The position peaked at $356K in Q4 2023. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Walkner Condon Financial Advisors held 5,065 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $215K as of Q2 2026.
  • Walkner Condon Financial Advisors left its iShares 0-5 Year High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #326 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 8 quarters since.
  • Walkner Condon Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $356K in Q4 2023.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.