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

Brand Asset Management Group’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	$1.68M	Sell	39,652 -370	-0.9%	-$15.7K	0.37%	44
2026 Q1	$1.69M	Sell	40,022 -3,593	-8%	-$153K	0.44%	39
2025 Q4	$1.87M	Sell	43,615 -6,149	-12%	-$264K	0.52%	34
2025 Q3	$2.15M	Buy	+49,764	New	+$2.14M	0.61%	32
2022 Q2	–	Sell	-10,791	Closed	-$474K	–	83
2022 Q1	$474K	Buy	+10,791	New	+$478K	0.21%	56
2021 Q2	–	Sell	-3,004	Closed	-$138K	–	220
2021 Q1	$138K	Buy	3,004 +256	+9%	+$11.7K	0.07%	84
2020 Q4	$125K	Buy	2,748 +109	+4%	+$4.87K	0.07%	79
2020 Q3	$116K	Buy	2,639 +517	+24%	+$22.7K	0.07%	83
2020 Q2	$91K	Buy	2,122 +225	+12%	+$9.51K	0.06%	87
2020 Q1	$78K	Buy	1,897 +53	+3%	+$2.38K	0.06%	85
2019 Q4	$86K	Buy	1,844 +183	+11%	+$8.46K	0.05%	105
2019 Q3	$77K	Buy	1,661 +176	+12%	+$8.17K	0.05%	104
2019 Q2	$69K	Buy	1,485 +125	+9%	+$5.82K	0.05%	115
2019 Q1	$64K	Buy	+1,360	New	+$62.8K	0.04%	109

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

Brand Asset Management Group's SHYG Position: Q2 2026 in Review

Brand Asset Management Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 0.92% in Q2 2026, selling an estimated $15.7K and leaving 39,652 shares worth $1.68M. The position accounts for 0.37% of the portfolio, ranked #44.

Brand Asset Management Group first reported a position in SHYG in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.15M in Q3 2025. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Brand Asset Management Group held 39,652 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.68M as of Q2 2026.
Brand Asset Management Group sold 370 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.37% of Brand Asset Management Group's portfolio in Q2 2026, its #44 holding.
Brand Asset Management Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2019 and has held it in 14 quarters since.
Brand Asset Management Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $2.15M in Q3 2025.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.