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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Buy
32,864
+1,065
+3% +$45.2K 6.1% 7
2026
Q1
$1.35M Buy
31,799
+364
+1% +$15.5K 6.47% 7
2025
Q4
$1.35M Buy
31,435
+907
+3% +$38.9K 6.37% 7
2025
Q3
$1.32M Buy
30,528
+1,666
+6% +$71.7K 7.14% 6
2025
Q2
$1.25M Sell
28,862
-1,114
-4% -$47.1K 7.15% 6
2025
Q1
$1.27M Buy
29,976
+4,533
+18% +$194K 7.31% 6
2024
Q4
$1.08M Buy
25,443
+593
+2% +$25.5K 6.52% 7
2024
Q3
$1.08M Buy
24,850
+884
+4% +$37.8K 7.18% 6
2024
Q2
$1.01M Buy
23,966
+4,206
+21% +$177K 7.29% 6
2024
Q1
$841K Buy
19,760
+10,629
+116% +$450K 7.23% 6
2023
Q4
$386K Buy
+9,131
New +$377K 5.29% 7

Other funds holding SHYG

Bakala Capital's SHYG Position: Q2 2026 in Review

Bakala Capital increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 3.3% in Q2 2026, buying an estimated $45.2K and bringing the position to 32,864 shares worth $1.39M. The position accounts for 6.1% of the portfolio, ranked #7.

Bakala Capital first reported a position in SHYG in Q4 2023 and has held it in 11 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Bakala Capital held 32,864 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.39M as of Q2 2026.
  • Bakala Capital bought 1,065 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $45.2K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 6.1% of Bakala Capital's portfolio in Q2 2026, its #7 holding.
  • Bakala Capital first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Bakala Capital's 13F filing for Q2 2026, filed 14 Aug 2026.