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

Wallace Advisory 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	$407K	Sell	9,622 -825	-8%	-$35.2K	0.43%	49
2025 Q4	$448K	Buy	10,447 +3,176	+44%	+$136K	0.47%	51
2025 Q3	$314K	Buy	7,271 +364	+5%	+$15.7K	0.25%	120
2025 Q2	$294K	Buy	6,907 +4	+0.1%	+$169	0.21%	134
2025 Q1	$294K	Buy	6,903 +83	+1%	+$3.56K	0.2%	145
2024 Q4	$296K	Sell	6,820 -155	-2%	-$6.66K	0.2%	138
2024 Q3	$294K	Hold	6,975	–	–	0.22%	128
2024 Q2	$294K	Sell	6,975 -701	-9%	-$29.5K	0.21%	128
2024 Q1	$324K	Sell	7,676 -4,932	-39%	-$209K	0.24%	112
2023 Q4	$517K	Buy	12,608 +1,172	+10%	+$48.3K	0.41%	59
2023 Q3	$474K	Buy	11,436 +46	+0.4%	+$1.9K	0.34%	74
2023 Q2	$475K	Hold	11,390	–	–	0.36%	79
2023 Q1	$475K	Sell	11,390 -2	-0%	-$83	0.36%	79
2022 Q4	$466K	Buy	+11,392	New	+$466K	0.37%	67

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wallace Advisory Group's SHYG Position: Q1 2026 in Review

Wallace Advisory Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 7.9% in Q1 2026, selling an estimated $35.2K and leaving 9,622 shares worth $407K. The position accounts for 0.43% of the portfolio, ranked #49.

Wallace Advisory Group first reported a position in SHYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $517K in Q4 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Wallace Advisory Group held 9,622 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $407K as of Q1 2026.
Wallace Advisory Group sold 825 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $35.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.43% of Wallace Advisory Group's portfolio in Q1 2026, its #49 holding.
Wallace Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $517K in Q4 2023.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.