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

Brinker Capital 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	$2.12M	Sell	49,876 -51,430	-51%	-$2.18M	0.02%	771
2026 Q1	$4.29M	Buy	101,306 +31,227	+45%	+$1.33M	0.04%	414
2025 Q4	$3M	Buy	70,079 +3,436	+5%	+$147K	0.02%	645
2025 Q3	$2.89M	Sell	66,643 -18,141	-21%	-$781K	0.02%	654
2025 Q2	$3.66M	Buy	84,784 +64,485	+318%	+$2.73M	0.03%	505
2025 Q1	$863K	Sell	20,299 -46,867	-70%	-$2.01M	0.01%	1166
2024 Q4	$2.86M	Buy	67,166 +58,970	+719%	+$2.53M	0.03%	535
2024 Q3	$356K	Sell	8,196 -87,560	-91%	-$3.74M	﹤0.01%	1454
2024 Q2	$4.04M	Buy	+95,756	New	+$4.03M	0.04%	372
2023 Q1	–	Sell	-20,937	Closed	-$856K	–	1640
2022 Q4	$856K	Buy	+20,937	New	+$857K	0.02%	781
2022 Q3	–	Sell	-5,542	Closed	-$225K	–	1383
2022 Q2	$225K	Sell	5,542 -379	-6%	-$16K	﹤0.01%	1263
2022 Q1	$260K	Sell	5,921 -831	-12%	-$36.8K	﹤0.01%	1279
2021 Q4	$306K	Sell	6,752 -98,951	-94%	-$4.48M	﹤0.01%	1246
2021 Q3	$4.83M	Sell	105,703 -325,055	-75%	-$14.9M	0.08%	268
2021 Q2	$19.8M	Sell	430,758 -7,405	-2%	-$339K	0.26%	91
2021 Q1	$20.1M	Sell	438,163 -11,581	-3%	-$527K	0.3%	84
2020 Q4	$20.4M	Sell	449,744 -8,949	-2%	-$400K	0.32%	55
2020 Q3	$20.2M	Buy	458,693 +97,720	+27%	+$4.29M	0.35%	61
2020 Q2	$15.5M	Sell	360,973 -49,303	-12%	-$2.08M	0.65%	41
2020 Q1	$16.8M	Buy	410,276 +408,427	+22,089%	+$18.3M	0.77%	40
2019 Q4	$86K	Buy	+1,849	New	+$85.4K	﹤0.01%	378
2019 Q3	–	Sell	-5,333	Closed	-$249K	–	916
2019 Q2	$249K	Buy	5,333 +4,105	+334%	+$191K	0.01%	354
2019 Q1	$57K	Buy	+1,228	New	+$56.7K	﹤0.01%	452
2016 Q1	–	Sell	-19	Closed	-$1K	–	649
2015 Q4	$1K	Buy	+19	New	+$868	﹤0.01%	537

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

Brinker Capital Investments's SHYG Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 51% in Q2 2026, selling an estimated $2.18M and leaving 49,876 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #771.

Brinker Capital Investments first reported a position in SHYG in Q4 2015 and has held it in 24 quarters since. The position peaked at $20.4M in Q4 2020. 568 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Brinker Capital Investments held 49,876 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.12M as of Q2 2026.
Brinker Capital Investments sold 51,430 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $2.18M.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #771 holding.
Brinker Capital Investments first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2015 and has held it in 24 quarters since.
Brinker Capital Investments's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $20.4M in Q4 2020.
568 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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