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

AXS Investments’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	$1.72M	Buy	+40,465	New	+$1.72M	0.49%	34
2026 Q1	–	Sell	-36,660	Closed	-$1.57M	–	199
2025 Q4	$1.57M	Buy	36,660 +201	+0.6%	+$8.63K	0.54%	44
2025 Q3	$1.58M	Sell	36,459 -5,937	-14%	-$256K	0.5%	51
2025 Q2	$1.83M	Buy	+42,396	New	+$1.79M	0.75%	43
2025 Q1	–	Sell	-35,401	Closed	-$1.51M	–	234
2024 Q4	$1.51M	Sell	35,401 -1,548	-4%	-$66.5K	0.42%	85
2024 Q3	$1.6M	Sell	36,949 -9,894	-21%	-$423K	0.43%	95
2024 Q2	$1.98M	Buy	+46,843	New	+$1.97M	0.55%	48

Other funds holding SHYG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AXS Investments's SHYG Position: Q2 2026 in Review

AXS Investments opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 40,465 shares worth $1.72M. The stake represents 0.49% of the portfolio and ranks #34 among its holdings. This is a return to the name: AXS Investments previously reported a position in SHYG as recently as Q4 2025.

AXS Investments first reported a position in SHYG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q2 2024. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

AXS Investments held 40,465 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.72M as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new AXS Investments position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.49% of AXS Investments's portfolio in Q2 2026, its #34 holding.
AXS Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
AXS Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $1.98M in Q2 2024.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.