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

XML Financial’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	$338K	Buy	+7,971	New	+$338K	0.02%	347
2022 Q2	–	Sell	-4,741	Closed	-$208K	–	321
2022 Q1	$208K	Buy	4,741 +36	+0.8%	+$1.59K	0.02%	305
2021 Q4	$213K	Sell	4,705 -1,873	-28%	-$84.9K	0.03%	297
2021 Q3	$301K	Buy	6,578 +74	+1%	+$3.38K	0.04%	248
2021 Q2	$300K	Sell	6,504 -417	-6%	-$19.1K	0.07%	174
2021 Q1	$317K	Buy	6,921 +57	+0.8%	+$2.6K	0.08%	164
2020 Q4	$312K	Sell	6,864 -1,520	-18%	-$67.9K	0.08%	159
2020 Q3	$368K	Buy	8,384 +107	+1%	+$4.7K	0.11%	134
2020 Q2	$355K	Buy	8,277 +114	+1%	+$4.82K	0.12%	129
2020 Q1	$334K	Buy	+8,163	New	+$366K	0.14%	109

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

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

XML Financial's SHYG Position: Q2 2026 in Review

XML Financial opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 7,971 shares worth $338K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings. This is a return to the name: XML Financial previously reported a position in SHYG as recently as Q1 2022.

XML Financial first reported a position in SHYG in Q1 2020 and has held it in 10 quarters since. The position peaked at $368K in Q3 2020. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

XML Financial held 7,971 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $338K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new XML Financial position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #347 holding.
XML Financial first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 10 quarters since.
XML Financial's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $368K in Q3 2020.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.