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

Bramshill 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	$89.4M	Buy	2,108,580 +17,196	+0.8%	+$730K	6.84%	7
2026 Q1	$88.5M	Sell	2,091,384 -9,890,082	-83%	-$422M	7.62%	6
2025 Q4	$514M	Buy	11,981,466 +3,289,152	+38%	+$141M	29.04%	1
2025 Q3	$376M	Buy	8,692,314 +6,930,833	+393%	+$298M	25.7%	1
2025 Q2	$76M	Buy	1,761,481 +783,821	+80%	+$33.2M	7.95%	6
2025 Q1	$41.6M	Buy	+977,660	New	+$41.9M	4.24%	9
2024 Q4	–	Sell	-6,682,194	Closed	-$290M	–	155
2024 Q3	$290M	Sell	6,682,194 -2,840,942	-30%	-$121M	31.78%	1
2024 Q2	$402M	Buy	9,523,136 +2,628,752	+38%	+$111M	43.73%	1
2024 Q1	$293M	Buy	6,894,384 +2,095,127	+44%	+$88.7M	34.54%	1
2023 Q4	$203M	Buy	4,799,257 +4,797,232	+236,900%	+$198M	19.96%	1
2023 Q3	$83.3K	Hold	2,025	–	–	0.01%	105
2023 Q2	$83.3K	Sell	2,025 -205	-9%	-$8.45K	0.01%	125
2023 Q1	$92.9K	Buy	+2,230	New	+$92.3K	0.01%	124
2022 Q4	–	Sell	-1,314	Closed	-$52K	–	161
2022 Q3	$52K	Hold	1,314	–	–	0.01%	129
2022 Q2	$53K	Sell	1,314 -7,851	-86%	-$332K	0.01%	122
2022 Q1	$403K	Sell	9,165 -1,272	-12%	-$56.3K	0.06%	105
2021 Q4	$473K	Sell	10,437 -2,901,442	-100%	-$132M	0.05%	107
2021 Q3	$133M	Buy	2,911,879 +2,037,453	+233%	+$93.2M	11.31%	1
2021 Q2	$40.3M	Buy	874,426 +127,325	+17%	+$5.84M	3.08%	10
2021 Q1	$34.2M	Buy	+747,101	New	+$34M	2.17%	15
2020 Q3	–	Sell	-16,761	Closed	-$719K	–	132
2020 Q2	$719K	Sell	16,761 -15,319	-48%	-$647K	0.11%	69
2020 Q1	$1.31M	Buy	32,080 +25,116	+361%	+$1.13M	0.25%	45
2019 Q4	$323K	Hold	6,964	–	–	0.07%	111
2019 Q3	$324K	Buy	6,964 +1,607	+30%	+$74.6K	0.07%	108
2019 Q2	$250K	Hold	5,357	–	–	0.03%	102
2019 Q1	$250K	Buy	+5,357	New	+$247K	0.04%	101
2018 Q4	–	Sell	-431,208	Closed	-$20.3M	–	219
2018 Q3	$20.3M	Sell	431,208 -66,899	-13%	-$3.13M	5.27%	6
2018 Q2	$23.2M	Buy	+498,107	New	+$23.3M	8.95%	3

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

Bramshill Investments's SHYG Position: Q2 2026 in Review

Bramshill Investments increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.82% in Q2 2026, buying an estimated $730K and bringing the position to 2,108,580 shares worth $89.4M. The position accounts for 6.84% of the portfolio, ranked #7.

Bramshill Investments first reported a position in SHYG in Q2 2018 and has held it in 28 quarters since. The position peaked at $514M in Q4 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Bramshill Investments held 2,108,580 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $89.4M as of Q2 2026.
Bramshill Investments bought 17,196 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $730K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 6.84% of Bramshill Investments's portfolio in Q2 2026, its #7 holding.
Bramshill Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and has held it in 28 quarters since.
Bramshill Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $514M in Q4 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.