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 Q3	$320K	Sell	7,757 -1,800	-19%	-$75.7K	0.04%	180
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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Capital Advisors Wealth Management's SHYG Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 19% in Q3 2026, selling an estimated $75.7K and leaving 7,757 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #180.

Capital Advisors Wealth Management first reported a position in SHYG in Q1 2021 and has held it in 23 quarters since. The position peaked at $893K in Q4 2021. 32 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Capital Advisors Wealth Management held 7,757 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $320K as of Q3 2026.
Capital Advisors Wealth Management sold 1,800 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $75.7K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #180 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 23 quarters since.
Capital Advisors Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $893K in Q4 2021.
32 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.