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

World Investment 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	$3.32M	Sell	78,327 -4,700	-6%	-$199K	0.05%	354
2026 Q1	$3.51M	Buy	83,027 +6,352	+8%	+$271K	0.06%	343
2025 Q4	$3.29M	Buy	76,675 +27,802	+57%	+$1.19M	0.05%	350
2025 Q3	$2.12M	Buy	48,873 +4,026	+9%	+$173K	0.04%	385
2025 Q2	$1.93M	Sell	44,847 -44,624	-50%	-$1.89M	0.04%	381
2025 Q1	$3.8M	Buy	89,471 +42,646	+91%	+$1.83M	0.1%	245
2024 Q4	$2M	Buy	46,825 +16,258	+53%	+$699K	0.05%	330
2024 Q3	$1.33M	Buy	+30,567	New	+$1.31M	0.04%	371
2023 Q1	–	Sell	-10,640	Closed	-$435K	–	260
2022 Q4	$435K	Buy	+10,640	New	+$435K	0.1%	140
2021 Q1	–	Sell	-14,455	Closed	-$661K	–	241
2020 Q4	$661K	Buy	14,455 +9,391	+185%	+$420K	0.17%	100
2020 Q3	$223K	Buy	5,064 +306	+6%	+$13.4K	0.08%	148
2020 Q2	$210K	Buy	+4,758	New	+$201K	0.07%	153

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

World Investment Advisors's SHYG Position: Q2 2026 in Review

World Investment Advisors reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.7% in Q2 2026, selling an estimated $199K and leaving 78,327 shares worth $3.32M. The position accounts for 0.05% of the portfolio, ranked #354.

World Investment Advisors first reported a position in SHYG in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.8M in Q1 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

World Investment Advisors held 78,327 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $3.32M as of Q2 2026.
World Investment Advisors sold 4,700 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $199K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #354 holding.
World Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
World Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $3.8M in Q1 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.