Worth Financial Advisory Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Worth Financial Advisory Group’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	$476K	Buy	+11,234	New	+$477K	0.2%	112
2026 Q1	–	Sell	-30,261	Closed	-$1.3M	–	155
2025 Q4	$1.3M	Buy	+30,261	New	+$1.3M	0.63%	38
2025 Q2	–	Sell	-34,188	Closed	-$1.45M	–	166
2025 Q1	$1.45M	Sell	34,188 -763	-2%	-$32.7K	0.92%	26
2024 Q4	$1.49M	Sell	34,951 -438	-1%	-$18.8K	0.92%	24
2024 Q3	$1.54M	Buy	35,389 +608	+2%	+$26K	0.9%	25
2024 Q2	$1.47M	Buy	34,781 +1,271	+4%	+$53.5K	0.96%	24
2024 Q1	$1.43M	Buy	33,510 +1,675	+5%	+$70.9K	0.99%	24
2023 Q4	$1.34M	Sell	31,835 -2,615	-8%	-$108K	1.07%	22
2023 Q3	$1.41M	Buy	34,450 +1,683	+5%	+$69.5K	1.27%	19
2023 Q2	$1.36M	Sell	32,767 -1,602	-5%	-$66K	1.26%	17
2023 Q1	$1.43M	Buy	34,369 +5,269	+18%	+$218K	1.37%	17
2022 Q4	$1.19M	Buy	+29,100	New	+$1.19M	1.38%	17

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

Worth Financial Advisory Group's SHYG Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 11,234 shares worth $476K. The stake represents 0.2% of the portfolio and ranks #112 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in SHYG as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in SHYG in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.54M in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Worth Financial Advisory Group held 11,234 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $476K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Worth Financial Advisory Group position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.2% of Worth Financial Advisory Group's portfolio in Q2 2026, its #112 holding.
Worth Financial Advisory Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
Worth Financial Advisory Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.54M in Q3 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.