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

Brookstone Capital 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	$456K	Buy	10,743 +163	+2%	+$6.92K	﹤0.01%	963
2026 Q1	$448K	Buy	10,580 +2,888	+38%	+$123K	0.01%	896
2025 Q4	$330K	Buy	7,692 +2,494	+48%	+$107K	﹤0.01%	964
2025 Q3	$225K	Sell	5,198 -14,439	-74%	-$622K	﹤0.01%	1061
2025 Q2	$847K	Buy	19,637 +265	+1%	+$11.2K	0.01%	606
2025 Q1	$824K	Sell	19,372 -7,790	-29%	-$334K	0.01%	599
2024 Q4	$1.16M	Buy	27,162 +16,608	+157%	+$714K	0.02%	496
2024 Q3	$458K	Buy	10,554 +5,238	+99%	+$224K	0.01%	716
2024 Q2	$227K	Buy	+5,316	New	+$224K	﹤0.01%	880
2023 Q1	–	Sell	-82,584	Closed	-$3.44M	–	880
2022 Q4	$3.44M	Buy	82,584 +74,553	+928%	+$3.05M	0.07%	217
2022 Q3	$321K	Sell	8,031 -104	-1%	-$4.3K	0.01%	642
2022 Q2	$333K	Buy	+8,135	New	+$344K	0.01%	623
2022 Q1	–	Sell	-6,883	Closed	-$310K	–	844
2021 Q4	$310K	Sell	6,883 -711	-9%	-$32.2K	0.01%	621
2021 Q3	$345K	Sell	7,594 -735	-9%	-$33.6K	0.01%	572
2021 Q2	$382K	Buy	+8,329	New	+$382K	0.01%	531
2021 Q1	–	Sell	-123,621	Closed	-$5.62M	–	541
2020 Q4	$5.62M	Buy	123,621 +31,653	+34%	+$1.41M	0.22%	89
2020 Q3	$4.04M	Sell	91,968 -77,454	-46%	-$3.4M	0.19%	83
2020 Q2	$7.27M	Sell	169,422 -1,038	-0.6%	-$43.9K	0.45%	37
2020 Q1	$6.97M	Buy	+170,460	New	+$7.64M	0.4%	39

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

Brookstone Capital Management's SHYG Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.5% in Q2 2026, buying an estimated $6.92K and bringing the position to 10,743 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Brookstone Capital Management first reported a position in SHYG in Q1 2020 and has held it in 19 quarters since. The position peaked at $7.27M in Q2 2020. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Brookstone Capital Management held 10,743 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $456K as of Q2 2026.
Brookstone Capital Management bought 163 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $6.92K.
iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #963 holding.
Brookstone Capital 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.
Brookstone Capital Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $7.27M in Q2 2020.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.