Baker Avenue Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Baker Avenue Asset Management’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	$24.3M	Buy	574,072 +27,016	+5%	+$1.15M	0.46%	52
2026 Q1	$23.1M	Buy	547,056 +14,603	+3%	+$623K	0.52%	51
2025 Q4	$22.8M	Buy	532,453 +25,051	+5%	+$1.08M	0.53%	51
2025 Q3	$22M	Buy	507,402 +12,780	+3%	+$550K	0.53%	44
2025 Q2	$21.3M	Buy	494,622 +11,870	+2%	+$502K	0.61%	41
2025 Q1	$20.5M	Buy	482,752 +9,765	+2%	+$419K	0.64%	33
2024 Q4	$20.2M	Buy	472,987 +17,225	+4%	+$740K	0.62%	33
2024 Q3	$19.8M	Buy	455,762 +12,701	+3%	+$543K	0.63%	34
2024 Q2	$18.7M	Buy	443,061 +4,710	+1%	+$198K	0.64%	36
2024 Q1	$18.7M	Buy	438,351 +18,076	+4%	+$765K	0.73%	36
2023 Q4	$17.7M	Buy	420,275 +26,537	+7%	+$1.09M	0.78%	32
2023 Q3	$16.2M	Sell	393,738 -74,536	-16%	-$3.08M	0.81%	32
2023 Q2	$19.4M	Buy	468,274 +22,130	+5%	+$912K	0.98%	27
2023 Q1	$18.6M	Sell	446,144 -36,596	-8%	-$1.52M	1%	27
2022 Q4	$19.7M	Buy	482,740 +378,473	+363%	+$15.5M	1.18%	20
2022 Q3	$4.16M	Buy	104,267 +47,939	+85%	+$1.98M	0.26%	88
2022 Q2	$2.28M	Buy	56,328 +30,778	+120%	+$1.3M	0.15%	101
2022 Q1	$1.12M	Buy	25,550 +2,835	+12%	+$126K	0.06%	159
2021 Q4	$1.03M	Buy	22,715 +1,636	+8%	+$74.1K	0.05%	165
2021 Q3	$963K	Buy	21,079 +10,555	+100%	+$483K	0.06%	144
2021 Q2	$484K	Buy	10,524 +169	+2%	+$7.75K	0.03%	188
2021 Q1	$474K	Sell	10,355 -3,845	-27%	-$175K	0.03%	176
2020 Q4	$645K	Hold	14,200	–	–	0.04%	152
2020 Q3	$624K	Buy	14,200 +318	+2%	+$14K	0.05%	152
2020 Q2	$595K	Buy	+13,882	New	+$586K	0.05%	155
2020 Q1	–	Sell	-4,611	Closed	-$214K	–	252
2019 Q4	$214K	Buy	+4,611	New	+$213K	0.02%	248

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

Baker Avenue Asset Management's SHYG Position: Q2 2026 in Review

Baker Avenue Asset Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 4.9% in Q2 2026, buying an estimated $1.15M and bringing the position to 574,072 shares worth $24.3M. The position accounts for 0.46% of the portfolio, ranked #52.

Baker Avenue Asset Management first reported a position in SHYG in Q4 2019 and has held it in 26 quarters since. 571 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Baker Avenue Asset Management held 574,072 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $24.3M as of Q2 2026.
Baker Avenue Asset Management bought 27,016 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.15M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.46% of Baker Avenue Asset Management's portfolio in Q2 2026, its #52 holding.
Baker Avenue Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
571 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.