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

Belpointe 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	$14.3M	Buy	337,014 +30,338	+10%	+$1.29M	0.47%	39
2026 Q1	$13M	Sell	306,676 -10,125	-3%	-$432K	0.47%	40
2025 Q4	$13.6M	Sell	316,801 -60,949	-16%	-$2.62M	0.49%	40
2025 Q3	$16.4M	Buy	377,750 +43,395	+13%	+$1.87M	0.62%	29
2025 Q2	$14.4M	Buy	+334,355	New	+$14.1M	0.6%	30
2023 Q4	–	Sell	-10,000	Closed	-$410K	–	756
2023 Q3	$410K	Buy	+10,000	New	+$413K	0.04%	386
2023 Q2	–	Sell	-34,981	Closed	-$1.46M	–	2897
2023 Q1	$1.46M	Buy	34,981 +5,501	+19%	+$228K	0.08%	261
2022 Q4	$1.21M	Buy	29,480 +26,342	+839%	+$1.08M	0.07%	275
2022 Q3	$126K	Sell	3,138 -8,818	-74%	-$365K	0.01%	1041
2022 Q2	$485K	Sell	11,956 -117	-1%	-$4.95K	0.03%	499
2022 Q1	$531K	Buy	12,073 +467	+4%	+$20.7K	0.03%	526
2021 Q4	$525K	Sell	11,606 -1,809	-13%	-$82K	0.03%	501
2021 Q3	$613K	Buy	13,415 +370	+3%	+$16.9K	0.04%	448
2021 Q2	$601K	Buy	13,045 +426	+3%	+$19.5K	0.04%	439
2021 Q1	$578K	Sell	12,619 -7,362	-37%	-$335K	0.05%	389
2020 Q4	$907K	Buy	19,981 +2,216	+12%	+$99K	0.08%	267
2020 Q3	$781K	Buy	17,765 +4,832	+37%	+$212K	0.09%	248
2020 Q2	$555K	Buy	12,933 +4,329	+50%	+$183K	0.07%	281
2020 Q1	$352K	Buy	+8,604	New	+$386K	0.06%	303

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

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

Belpointe Asset Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 9.9% in Q2 2026, buying an estimated $1.29M and bringing the position to 337,014 shares worth $14.3M. The position accounts for 0.47% of the portfolio, ranked #39.

Belpointe Asset Management first reported a position in SHYG in Q1 2020 and has held it in 19 quarters since. The position peaked at $16.4M in Q3 2025. 573 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Belpointe Asset Management held 337,014 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $14.3M as of Q2 2026.
Belpointe Asset Management bought 30,338 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.47% of Belpointe Asset Management's portfolio in Q2 2026, its #39 holding.
Belpointe Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 19 quarters since.
Belpointe Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $16.4M in Q3 2025.
573 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.