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

WMG 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 		$398K Buy
9,385
+3,058
+48% +$130K 0.15% 66
2026
Q1 		$268K Buy
+6,327
New +$270K 0.11% 76
2025
Q4 		– Sell
-6,109
Closed -$265K – 191
2025
Q3 		$265K Sell
6,109
-700
-10% -$30.1K 0.09% 157
2025
Q2 		$294K Buy
6,809
+535
+9% +$22.6K 0.11% 136
2025
Q1 		$267K Buy
+6,274
New +$269K 0.11% 128

Other funds holding SHYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

WMG Financial Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 48% in Q2 2026, buying an estimated $130K and bringing the position to 9,385 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #66.

WMG Financial Advisors first reported a position in SHYG in Q1 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • WMG Financial Advisors held 9,385 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $398K as of Q2 2026.
  • WMG Financial Advisors bought 3,058 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.15% of WMG Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • WMG Financial Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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