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

AlphaCore Capital’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 Q1	$676K	Buy	15,969 +825	+5%	+$35.2K	0.02%	471
2025 Q4	$649K	Sell	15,144 -305	-2%	-$13.1K	0.01%	537
2025 Q3	$669K	Buy	15,449 +902	+6%	+$38.8K	0.02%	387
2025 Q2	$628K	Buy	14,547 +41	+0.3%	+$1.74K	0.02%	340
2025 Q1	$617K	Buy	+14,506	New	+$622K	0.05%	238
2024 Q1	–	Sell	-21,973	Closed	-$928K	–	343
2023 Q4	$928K	Sell	21,973 -1,282	-6%	-$52.9K	0.14%	107
2023 Q3	$954K	Sell	23,255 -5,749	-20%	-$237K	0.15%	97
2023 Q2	$1.2M	Sell	29,004 -3,311	-10%	-$136K	0.19%	90
2023 Q1	$1.35M	Buy	32,315 +32,282	+97,824%	+$1.34M	0.36%	45
2022 Q4	$1.35K	Hold	33	–	–	﹤0.01%	172
2022 Q3	$1K	Buy	+33	New	+$1.36K	﹤0.01%	146
2021 Q2	–	Sell	-66	Closed	-$3K	–	79
2021 Q1	$3K	Buy	+66	New	+$3K	﹤0.01%	53
2020 Q2	–	Sell	-7,090	Closed	-$290K	–	263
2020 Q1	$290K	Sell	7,090 -3,563	-33%	-$160K	0.23%	36
2019 Q4	$495K	Buy	+10,653	New	+$492K	0.3%	39

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlphaCore Capital's SHYG Position: Q1 2026 in Review

AlphaCore Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.4% in Q1 2026, buying an estimated $35.2K and bringing the position to 15,969 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #471.

AlphaCore Capital first reported a position in SHYG in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.35M in Q1 2023. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

AlphaCore Capital held 15,969 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $676K as of Q1 2026.
AlphaCore Capital bought 825 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $35.2K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of AlphaCore Capital's portfolio in Q1 2026, its #471 holding.
AlphaCore Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
AlphaCore Capital's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.35M in Q1 2023.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.