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

Waystone 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
Q2 		$594K Buy
14,015
+408
+3% +$17.3K 0.44% 52
2026
Q1 		$576K Buy
13,607
+176
+1% +$7.51K 0.51% 44
2025
Q4 		$576K Buy
+13,431
New +$576K 0.49% 43

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waystone Advisors's SHYG Position: Q2 2026 in Review

Waystone Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3% in Q2 2026, buying an estimated $17.3K and bringing the position to 14,015 shares worth $594K. The position accounts for 0.44% of the portfolio, ranked #52.

Waystone Advisors first reported a position in SHYG in Q4 2025 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Waystone Advisors held 14,015 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $594K as of Q2 2026.
  • Waystone Advisors bought 408 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $17.3K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.44% of Waystone Advisors's portfolio in Q2 2026, its #52 holding.
  • Waystone Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.