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

Waverly Advisors’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	$251K	Sell	5,928 -434	-7%	-$18.5K	﹤0.01%	1397
2025 Q4	$273K	Buy	6,362 +551	+9%	+$23.6K	﹤0.01%	1256
2025 Q3	$252K	Sell	5,811 -710	-11%	-$30.6K	﹤0.01%	1108
2025 Q2	$281K	Sell	6,521 -28,676	-81%	-$1.21M	﹤0.01%	996
2025 Q1	$1.5M	Sell	35,197 -574	-2%	-$24.6K	0.02%	536
2024 Q4	$1.52M	Sell	35,771 -2,391	-6%	-$103K	0.02%	438
2024 Q3	$1.66M	Sell	38,162 -409	-1%	-$17.5K	0.03%	366
2024 Q2	$1.63M	Sell	38,571 -1,643	-4%	-$69.2K	0.03%	350
2024 Q1	$1.71M	Buy	40,214 +8,909	+28%	+$377K	0.04%	282
2023 Q4	$1.32M	Buy	31,305 +789	+3%	+$32.5K	0.05%	190
2023 Q3	$1.25M	Buy	30,516 +327	+1%	+$13.5K	0.05%	177
2023 Q2	$1.25M	Buy	+30,189	New	+$1.24M	0.05%	165

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

Waverly Advisors's SHYG Position: Q1 2026 in Review

Waverly Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.8% in Q1 2026, selling an estimated $18.5K and leaving 5,928 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Waverly Advisors first reported a position in SHYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q1 2024. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Waverly Advisors held 5,928 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $251K as of Q1 2026.
Waverly Advisors sold 434 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $18.5K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1397 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 12 quarters since.
Waverly Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.71M in Q1 2024.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.