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

Beaumont 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 		$255K Buy
6,018
+350
+6% +$14.8K 0.1% 70
2026
Q1 		$240K Buy
5,668
+443
+8% +$18.9K 0.11% 70
2025
Q4 		$224K Buy
5,225
+436
+9% +$18.7K 0.11% 67
2025
Q3 		$207K Buy
+4,789
New +$206K 0.1% 66

Other funds holding SHYG

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Beaumont Asset Management's SHYG Position: Q2 2026 in Review

Beaumont Asset Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 6.2% in Q2 2026, buying an estimated $14.8K and bringing the position to 6,018 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #70.

Beaumont Asset Management first reported a position in SHYG in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Beaumont Asset Management held 6,018 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $255K as of Q2 2026.
  • Beaumont Asset Management bought 350 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14.8K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.1% of Beaumont Asset Management's portfolio in Q2 2026, its #70 holding.
  • Beaumont Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.