Cape Investment Advisory’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Cape Investment Advisory’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	$31K	Buy	+732	New	+$31.1K	0.01%	622
2026 Q1	–	Sell	-637	Closed	-$27.3K	–	1027
2025 Q4	$27.3K	Buy	+637	New	+$27.3K	0.01%	550
2023 Q4	–	Sell	-284	Closed	-$11.7K	–	1206
2023 Q3	$11.7K	Hold	284	–	–	0.01%	535
2023 Q2	$11.8K	Hold	284	–	–	0.01%	526
2023 Q1	$11.8K	Buy	+284	New	+$11.8K	0.01%	510

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

Cape Investment Advisory's SHYG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 732 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SHYG as recently as Q4 2025.

Cape Investment Advisory first reported a position in SHYG in Q1 2023 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Cape Investment Advisory held 732 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $31K as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #622 holding.
Cape Investment Advisory first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and has held it in 5 quarters since.
574 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.