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

Alexis Investment Partners’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	$7.26M	Buy	171,006 +6,023	+4%	+$256K	4.24%	14
2026 Q1	$6.92M	Buy	164,983 +17,173	+12%	+$733K	4.76%	11
2025 Q4	$6.34M	Buy	147,810 +18,997	+15%	+$815K	2.36%	15
2025 Q3	$5.58M	Buy	128,813 +58,085	+82%	+$2.5M	0.48%	17
2025 Q2	$3.04M	Buy	+70,728	New	+$2.99M	1.31%	16

Other funds holding SHYG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Alexis Investment Partners's SHYG Position: Q2 2026 in Review

Alexis Investment Partners increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.7% in Q2 2026, buying an estimated $256K and bringing the position to 171,006 shares worth $7.26M. The position accounts for 4.24% of the portfolio, ranked #14.

Alexis Investment Partners first reported a position in SHYG in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Alexis Investment Partners held 171,006 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $7.26M as of Q2 2026.
Alexis Investment Partners bought 6,023 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $256K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 4.24% of Alexis Investment Partners's portfolio in Q2 2026, its #14 holding.
Alexis Investment Partners first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
251 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.