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MERCER GLOBAL ADVISORS INC /ADV: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on SHYG, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 2,034,737 SHYG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,034,737 shares
    Change vs previous 13F +239,688 shares

    0.11% of the 13F portfolio, value $86,293,180.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,795,049 shares
    Change vs previous 13F -135,871 shares

    0.11% of the 13F portfolio, value $75,948,531.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,930,920 shares
    Change vs previous 13F +113,622 shares

    0.13% of the 13F portfolio, value $82,778,544.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,817,298 shares
    Change vs previous 13F +16,127 shares

    0.13% of the 13F portfolio, value $78,688,999.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,801,171 shares
    Change vs previous 13F -103,744 shares

    0.17% of the 13F portfolio, value $77,649,701.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,904,915 shares
    Change vs previous 13F +20,502 shares

    0.19% of the 13F portfolio, value $80,663,374.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,884,413 shares
    Change vs previous 13F +248,947 shares

    0.2% of the 13F portfolio, value $80,294,854.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,635,466 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $70,553,760.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).