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 Q2	$896K	Buy	21,117 +11,495	+119%	+$488K	0.84%	29
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 $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wallace Advisory Group's SHYG Position: Q2 2026 in Review

Wallace Advisory Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 119% in Q2 2026, buying an estimated $488K and bringing the position to 21,117 shares worth $896K. The position accounts for 0.84% of the portfolio, ranked #29.

Wallace Advisory Group first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Wallace Advisory Group held 21,117 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $896K as of Q2 2026.
Wallace Advisory Group bought 11,495 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $488K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.84% of Wallace Advisory Group's portfolio in Q2 2026, its #29 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 15 quarters since.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.