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

Capital Analysts LLC’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
Q1 		$1.51M Buy
35,767
+424
+1% +$18.1K 0.04% 278
2025
Q4 		$1.51M Buy
35,343
+266
+0.8% +$11.4K 0.04% 263
2025
Q3 		$1.52M Buy
35,077
+360
+1% +$15.5K 0.04% 253
2025
Q2 		$1.5M Sell
34,717
-1,152
-3% -$48.7K 0.05% 238
2025
Q1 		$1.52M Buy
35,869
+1,150
+3% +$49.3K 0.06% 222
2024
Q4 		$1.48M Buy
34,719
+421
+1% +$18.1K 0.06% 209
2024
Q3 		$1.49M Buy
34,298
+1,197
+4% +$51.2K 0.06% 205
2024
Q2 		$1.4M Buy
33,101
+2,304
+7% +$97K 0.06% 211
2024
Q1 		$1.31M Buy
30,797
+2,739
+10% +$116K 0.06% 209
2023
Q4 		$1.19M Sell
28,058
-17,200
-38% -$709K 0.06% 213
2023
Q3 		$1.86M Sell
45,258
-146
-0.3% -$6.03K 0.1% 160
2023
Q2 		$1.88M Sell
45,404
-4,134
-8% -$170K 0.1% 169
2023
Q1 		$2.06M Sell
49,538
-7,024
-12% -$291K 0.12% 153
2022
Q4 		$2.31M Buy
56,562
+18,006
+47% +$737K 0.14% 145
2022
Q3 		$1.54M Buy
38,556
+5,783
+18% +$239K 0.11% 174
2022
Q2 		$1.33M Buy
32,773
+1,432
+5% +$60.6K 0.09% 188
2022
Q1 		$1.38M Buy
31,341
+4,815
+18% +$213K 0.09% 189
2021
Q4 		$1.2M Buy
26,526
+461
+2% +$20.9K 0.07% 201
2021
Q3 		$1.19M Buy
26,065
+608
+2% +$27.8K 0.08% 197
2021
Q2 		$1.17M Buy
25,457
+12,225
+92% +$560K 0.08% 198
2021
Q1 		$606K Buy
13,232
+6,174
+87% +$281K 0.04% 237
2020
Q4 		$321K Sell
7,058
-307,279
-98% -$13.7M 0.03% 214
2020
Q3 		$13.8M Buy
314,337
+26,436
+9% +$1.16M 1.31% 16
2020
Q2 		$12.3M Buy
287,901
+34,966
+14% +$1.48M 1.3% 15
2020
Q1 		$10.3M Sell
252,935
-163,875
-39% -$7.34M 1.27% 15
2019
Q4 		$19.4M Buy
416,810
+5,483
+1% +$253K 1.91% 10
2019
Q3 		$19.1M Buy
411,327
+8,344
+2% +$387K 2.02% 10
2019
Q2 		$18.8M Sell
402,983
-3,671
-0.9% -$171K 2.05% 10
2019
Q1 		$19M Buy
406,654
+8,125
+2% +$375K 2.2% 11
2018
Q4 		$17.8M Buy
+398,529
New +$18.3M 2.33% 11
2017
Q1 		– Sell
-2,390
Closed -$113K – 361
2016
Q4 		$113K Buy
+2,390
New +$112K 0.02% 209

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's SHYG Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.2% in Q1 2026, buying an estimated $18.1K and bringing the position to 35,767 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #278.

Capital Analysts LLC first reported a position in SHYG in Q4 2016 and has held it in 31 quarters since. The position peaked at $19.4M in Q4 2019. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • Capital Analysts LLC held 35,767 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $1.51M as of Q1 2026.
  • Capital Analysts LLC bought 424 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $18.1K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Capital Analysts LLC's portfolio in Q1 2026, its #278 holding.
  • Capital Analysts LLC first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and has held it in 31 quarters since.
  • Capital Analysts LLC's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $19.4M in Q4 2019.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.