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

Capital Advisors Wealth 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	$405K	Buy	9,557 +2,159	+29%	+$91.6K	0.05%	158
2026 Q1	$313K	Sell	7,398 -535	-7%	-$22.8K	0.04%	166
2025 Q4	$340K	Buy	7,933 +181	+2%	+$7.77K	0.05%	158
2025 Q3	$336K	Buy	7,752 +131	+2%	+$5.64K	0.05%	156
2025 Q2	$329K	Buy	7,621 +138	+2%	+$5.84K	0.05%	146
2025 Q1	$318K	Buy	7,483 +1,038	+16%	+$44.5K	0.06%	134
2024 Q4	$275K	Buy	6,445 +1,144	+22%	+$49.2K	0.05%	139
2024 Q3	$230K	Buy	5,301 +142	+3%	+$6.07K	0.04%	152
2024 Q2	$218K	Sell	5,159 -544	-10%	-$22.9K	0.04%	147
2024 Q1	$243K	Sell	5,703 -299	-5%	-$12.7K	0.05%	130
2023 Q4	$253K	Sell	6,002 -920	-13%	-$37.9K	0.06%	122
2023 Q3	$284K	Sell	6,922 -5,609	-45%	-$232K	0.07%	103
2023 Q2	$519K	Buy	12,531 +1,004	+9%	+$41.4K	0.13%	80
2023 Q1	$480K	Sell	11,527 -477	-4%	-$19.8K	0.13%	79
2022 Q4	$491K	Sell	12,004 -1,024	-8%	-$41.9K	0.15%	71
2022 Q3	$520K	Sell	13,028 -1,202	-8%	-$49.7K	0.17%	65
2022 Q2	$577K	Sell	14,230 -4,270	-23%	-$181K	0.19%	63
2022 Q1	$813K	Sell	18,500 -1,215	-6%	-$53.8K	0.25%	54
2021 Q4	$893K	Buy	19,715 +7,753	+65%	+$351K	0.27%	50
2021 Q3	$547K	Buy	11,962 +3,292	+38%	+$151K	0.19%	61
2021 Q2	$399K	Buy	8,670 +2,546	+42%	+$117K	0.15%	69
2021 Q1	$281K	Buy	+6,124	New	+$279K	0.12%	72

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

Capital Advisors Wealth Management's SHYG Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 29% in Q2 2026, buying an estimated $91.6K and bringing the position to 9,557 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #158.

Capital Advisors Wealth Management first reported a position in SHYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $893K in Q4 2021. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Capital Advisors Wealth Management held 9,557 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $405K as of Q2 2026.
Capital Advisors Wealth Management bought 2,159 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $91.6K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #158 holding.
Capital Advisors Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Capital Advisors Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $893K in Q4 2021.
569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.