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

Wells Financial 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	–	Sell	-635	Closed	-$26.9K	–	51
2026 Q1	$26.9K	Sell	635 -1,500	-70%	-$64K	0.12%	45
2025 Q4	$91.5K	Hold	2,135	–	–	0.17%	46
2025 Q3	$92.4K	Hold	2,135	–	–	0.12%	53
2025 Q2	$92.1K	Hold	2,135	–	–	0.13%	51
2025 Q1	$90.8K	Buy	2,135 +480	+29%	+$20.6K	0.13%	49
2024 Q4	$70.5K	Hold	1,655	–	–	0.1%	56
2024 Q3	$71.9K	Hold	1,655	–	–	0.1%	56
2024 Q2	$69.8K	Hold	1,655	–	–	0.05%	65
2024 Q1	$70.4K	Hold	1,655	–	–	0.05%	54
2023 Q4	$69.9K	Sell	1,655 -500	-23%	-$20.6K	0.05%	48
2023 Q3	$88.4K	Hold	2,155	–	–	0.07%	47
2023 Q2	$89.3K	Sell	2,155 -25,455	-92%	-$1.05M	0.07%	48
2023 Q1	$1.15M	Sell	27,610 -1,350	-5%	-$55.9K	0.92%	21
2022 Q4	$1.18M	Buy	+28,960	New	+$1.18M	0.98%	20

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

Wells Financial Advisors's SHYG Position: Q2 2026 in Review

Wells Financial Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 635 shares — an estimated $26.9K sold.

Wells Financial Advisors first reported a position in SHYG in Q4 2022 and held it in 14 quarters. The position peaked at $1.18M in Q4 2022. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Wells Financial Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Wells Financial Advisors sold 635 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $26.9K.
Wells Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and held it in 14 quarters.
Wells Financial Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.18M in Q4 2022.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.