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

Annis Gardner Whiting Capital Advisors’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 		– Sell
-1,607
Closed -$68K – 1092
2026
Q1 		$68K Buy
+1,607
New +$68.6K 0.01% 525
2025
Q3 		– Sell
-1,607
Closed -$69.3K – 1402
2025
Q2 		$69.3K Buy
+1,607
New +$68K 0.02% 369

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

Annis Gardner Whiting Capital Advisors's SHYG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026, closing a stake of 1,607 shares — an estimated $68K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SHYG in Q2 2025 and held it in 2 quarters. The position peaked at $69.3K in Q2 2025. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,607 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $68K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $69.3K in Q2 2025.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.