Waverly Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
Other funds holding SHYG
JSTA
NL
Waverly Advisors's SHYG Position: Q2 2026 in Review
Waverly Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 8.8% in Q2 2026, buying an estimated $22.1K and bringing the position to 6,450 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.
Waverly Advisors first reported a position in SHYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q1 2024. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.
- Waverly Advisors held 6,450 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $274K as of Q2 2026.
- Waverly Advisors bought 522 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $22.1K.
- iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1463 holding.
- Waverly Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
- Waverly Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.71M in Q1 2024.
- 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.