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

Western Financial Corp’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	$1.45M	Buy	34,214 +2,060	+6%	+$87.4K	0.42%	44
2026 Q1	$1.36M	Sell	32,154 -1,048	-3%	-$44.7K	0.53%	42
2025 Q4	$1.42M	Sell	33,202 -214	-0.6%	-$9.18K	0.56%	41
2025 Q3	$1.45M	Sell	33,416 -594	-2%	-$25.6K	0.63%	42
2025 Q2	$1.47M	Buy	34,010 +161	+0.5%	+$6.81K	0.79%	33
2025 Q1	$1.44M	Sell	33,849 -2,511	-7%	-$108K	0.84%	32
2024 Q4	$1.55M	Buy	36,360 +2,977	+9%	+$128K	0.85%	30
2024 Q3	$1.45M	Buy	33,383 +705	+2%	+$30.1K	0.82%	30
2024 Q2	$1.38M	Buy	32,678 +954	+3%	+$40.2K	0.83%	28
2024 Q1	$1.35M	Buy	31,724 +1,223	+4%	+$51.8K	0.83%	26
2023 Q4	$1.29M	Sell	30,501 -6,789	-18%	-$280K	0.86%	22
2023 Q3	$1.53M	Sell	37,290 -1,204	-3%	-$49.7K	1.12%	10
2023 Q2	$1.6M	Sell	38,494 -984	-2%	-$40.5K	1.09%	10
2023 Q1	$1.65M	Sell	39,478 -12,326	-24%	-$510K	1.17%	7
2022 Q4	$2.12M	Buy	51,804 +7,124	+16%	+$291K	1.37%	6
2022 Q3	$1.78M	Sell	44,680 -3,460	-7%	-$143K	1.25%	7
2022 Q2	$1.95M	Buy	48,140 +1,683	+4%	+$71.2K	1.39%	6
2022 Q1	$2.04M	Buy	46,457 +24,118	+108%	+$1.07M	1.19%	7
2021 Q4	$1.01M	Buy	22,339 +902	+4%	+$40.9K	0.53%	36
2021 Q3	$980K	Buy	+21,437	New	+$981K	0.58%	34
2021 Q1	–	Sell	-6,001	Closed	-$272K	–	93
2020 Q4	$272K	Buy	+6,001	New	+$268K	0.18%	70

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

Western Financial Corp's SHYG Position: Q2 2026 in Review

Western Financial Corp increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.4% in Q2 2026, buying an estimated $87.4K and bringing the position to 34,214 shares worth $1.45M. The position accounts for 0.42% of the portfolio, ranked #44.

Western Financial Corp first reported a position in SHYG in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.12M in Q4 2022. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Western Financial Corp held 34,214 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.45M as of Q2 2026.
Western Financial Corp bought 2,060 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $87.4K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.42% of Western Financial Corp's portfolio in Q2 2026, its #44 holding.
Western Financial Corp first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
Western Financial Corp's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.12M in Q4 2022.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.