ACM
SHYG icon

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

Advisors Capital Management’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 		$18.3M Buy
431,186
+46,710
+12% +$1.98M 0.19% 136
2026
Q1 		$16.3M Buy
384,476
+8,046
+2% +$343K 0.19% 138
2025
Q4 		$16.1M Buy
376,430
+27,294
+8% +$1.17M 0.19% 135
2025
Q3 		$15.1M Sell
349,136
-525,158
-60% -$22.6M 0.19% 136
2025
Q2 		$37.7M Buy
874,294
+50,913
+6% +$2.15M 0.52% 58
2025
Q1 		$35M Sell
823,381
-61,414
-7% -$2.64M 0.54% 59
2024
Q4 		$37.7M Buy
884,795
+8,042
+0.9% +$346K 0.59% 48
2024
Q3 		$38.1M Buy
876,753
+22,773
+3% +$973K 0.62% 48
2024
Q2 		$36M Buy
853,980
+30,585
+4% +$1.29M 0.63% 47
2024
Q1 		$35M Buy
823,395
+27,593
+3% +$1.17M 0.64% 47
2023
Q4 		$33.6M Sell
795,802
-57,807
-7% -$2.38M 0.68% 40
2023
Q3 		$35M Buy
853,609
+37,435
+5% +$1.55M 0.89% 31
2023
Q2 		$33.8M Buy
816,174
+21,970
+3% +$905K 0.81% 33
2023
Q1 		$33.1M Buy
794,204
+599,725
+308% +$24.8M 0.86% 34
2022
Q4 		$7.95M Buy
194,479
+13,113
+7% +$536K 0.22% 119
2022
Q3 		$7.45M Sell
181,366
-525,336
-74% -$21.7M 0.2% 125
2022
Q2 		$28.7M Sell
706,702
-106,079
-13% -$4.49M 0.87% 31
2022
Q1 		$35.7M Buy
812,781
+35,967
+5% +$1.59M 0.98% 26
2021
Q4 		$35.2M Buy
776,814
+247,840
+47% +$11.2M 0.95% 31
2021
Q3 		$24.2M Buy
528,974
+142,553
+37% +$6.52M 0.74% 43
2021
Q2 		$17.8M Buy
386,421
+129,426
+50% +$5.93M 0.56% 62
2021
Q1 		$11.8M Buy
256,995
+35,610
+16% +$1.62M 0.41% 81
2020
Q4 		$10.1M Sell
221,385
-16,445
-7% -$735K 0.39% 87
2020
Q3 		$10.5M Sell
237,830
-17,070
-7% -$750K 0.49% 72
2020
Q2 		$10.9M Sell
254,900
-39,546
-13% -$1.67M 0.54% 65
2020
Q1 		$12M Buy
294,446
+7,157
+2% +$321K 0.76% 51
2019
Q4 		$13.3M Buy
287,289
+11,340
+4% +$524K 0.62% 60
2019
Q3 		$12.8M Buy
275,949
+9,649
+4% +$448K 0.7% 52
2019
Q2 		$12.4M Buy
266,300
+6,174
+2% +$287K 0.74% 52
2019
Q1 		$12.1M Sell
260,126
-753
-0.3% -$34.8K 0.75% 53
2018
Q4 		$11.6M Sell
260,879
-6,348
-2% -$291K 0.85% 45
2018
Q3 		$12.6M Buy
267,227
+1,645
+0.6% +$77K 0.82% 52
2018
Q2 		$12.4M Buy
+265,582
New +$12.4M 0.85% 52

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisors Capital Management's SHYG Position: Q2 2026 in Review

Advisors Capital Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 12% in Q2 2026, buying an estimated $1.98M and bringing the position to 431,186 shares worth $18.3M. The position accounts for 0.19% of the portfolio, ranked #136.

Advisors Capital Management first reported a position in SHYG in Q2 2018 and has held it in 33 quarters since. The position peaked at $38.1M in Q3 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Advisors Capital Management held 431,186 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $18.3M as of Q2 2026.
  • Advisors Capital Management bought 46,710 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.98M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.19% of Advisors Capital Management's portfolio in Q2 2026, its #136 holding.
  • Advisors Capital Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Advisors Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $38.1M 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 Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.