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

Aptus 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 		$572K Buy
13,480
+818
+6% +$34.7K ﹤0.01% 753
2026
Q1 		$536K Sell
12,662
-83
-0.7% -$3.54K ﹤0.01% 702
2025
Q4 		$546K Sell
12,745
-2,315
-15% -$99.3K ﹤0.01% 709
2025
Q3 		$652K Buy
15,060
+733
+5% +$31.6K ﹤0.01% 644
2025
Q2 		$618K Buy
14,327
+2,796
+24% +$118K 0.01% 631
2025
Q1 		$490K Buy
11,531
+850
+8% +$36.5K 0.01% 644
2024
Q4 		$455K Sell
10,681
-4
-0% -$172 ﹤0.01% 659
2024
Q3 		$464K Sell
10,685
-3,493
-25% -$149K 0.01% 558
2024
Q2 		$598K Sell
14,178
-85
-0.6% -$3.58K 0.01% 468
2024
Q1 		$607K Buy
14,263
+14,176
+16,294% +$600K 0.01% 470
2023
Q4 		$3.67K Hold
87
– – ﹤0.01% 846
2023
Q3 		$3.57K Sell
87
-174
-67% -$7.19K ﹤0.01% 845
2023
Q2 		$10.8K Hold
261
– – ﹤0.01% 696
2023
Q1 		$10.9K Sell
261
-59
-18% -$2.44K ﹤0.01% 676
2022
Q4 		$13.1K Buy
320
+192
+150% +$7.85K ﹤0.01% 680
2022
Q3 		$5K Sell
128
-108
-46% -$4.46K ﹤0.01% 704
2022
Q2 		$10K Hold
236
– – ﹤0.01% 573
2022
Q1 		$10K Hold
236
– – ﹤0.01% 608
2021
Q4 		$11K Hold
236
– – ﹤0.01% 495
2021
Q3 		$11K Sell
236
-1,421
-86% -$65K ﹤0.01% 471
2021
Q2 		$76K Hold
1,657
– – ﹤0.01% 411
2021
Q1 		$76K Sell
1,657
-218
-12% -$9.92K ﹤0.01% 388
2020
Q4 		$85K Buy
1,875
+1,639
+694% +$73.2K ﹤0.01% 342
2020
Q3 		$10K Sell
236
-968
-80% -$42.5K ﹤0.01% 414
2020
Q2 		$51K Sell
1,204
-373
-24% -$15.8K ﹤0.01% 323
2020
Q1 		$64K Sell
1,577
-1,119
-42% -$50.1K 0.01% 302
2019
Q4 		$125K Buy
2,696
+973
+56% +$45K 0.01% 359
2019
Q3 		$80K Buy
+1,723
New +$80K ﹤0.01% 382

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

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

Aptus Capital Advisors increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.5% in Q2 2026, buying an estimated $34.7K and bringing the position to 13,480 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Aptus Capital Advisors first reported a position in SHYG in Q3 2019 and has held it in 28 quarters since. The position peaked at $652K in Q3 2025. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Aptus Capital Advisors held 13,480 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $572K as of Q2 2026.
  • Aptus Capital Advisors bought 818 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $34.7K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #753 holding.
  • Aptus Capital Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Aptus Capital Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $652K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.