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

Capital Investment Advisory Services’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	$245K	Buy	5,779 +278	+5%	+$11.8K	0.02%	655
2026 Q1	$233K	Buy	5,501 +222	+4%	+$9.48K	0.02%	582
2025 Q4	$226K	Sell	5,279 -2	-0%	-$86	0.02%	573
2025 Q3	$229K	Buy	5,281 +1,150	+28%	+$49.5K	0.02%	548
2025 Q2	$178K	Buy	4,131 +1	+0%	+$42	0.01%	578
2025 Q1	$176K	Buy	4,130 +896	+28%	+$38.4K	0.02%	554
2024 Q4	$138K	Sell	3,234 -94	-3%	-$4.04K	0.01%	522
2024 Q3	$145K	Hold	3,328	–	–	0.01%	540
2024 Q2	$140K	Sell	3,328 -89	-3%	-$3.75K	0.01%	528
2024 Q1	$145K	Sell	3,417 -511	-13%	-$21.6K	0.02%	520
2023 Q4	$166K	Hold	3,928	–	–	0.02%	518
2023 Q3	$161K	Hold	3,928	–	–	0.02%	500
2023 Q2	$163K	Sell	3,928 -400	-9%	-$16.5K	0.02%	483
2023 Q1	$180K	Hold	4,328	–	–	0.02%	473
2022 Q4	$177K	Hold	4,328	–	–	0.02%	477
2022 Q3	$173K	Sell	4,328 -131	-3%	-$5.42K	0.02%	449
2022 Q2	$181K	Hold	4,459	–	–	0.02%	461
2022 Q1	$196K	Hold	4,459	–	–	0.02%	496
2021 Q4	$202K	Hold	4,459	–	–	0.02%	476
2021 Q3	$204K	Hold	4,459	–	–	0.03%	444
2021 Q2	$205K	Sell	4,459 -19	-0.4%	-$871	0.03%	457
2021 Q1	$205K	Hold	4,478	–	–	0.03%	418
2020 Q4	$203K	Hold	4,478	–	–	0.03%	413
2020 Q3	$197K	Buy	4,478 +405	+10%	+$17.8K	0.04%	361
2020 Q2	$175K	Sell	4,073 -1,778	-30%	-$75.1K	0.04%	325
2020 Q1	$239K	Buy	+5,851	New	+$262K	0.06%	260

Other funds holding SHYG

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Capital Investment Advisory Services's SHYG Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 5.1% in Q2 2026, buying an estimated $11.8K and bringing the position to 5,779 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #655.

Capital Investment Advisory Services first reported a position in SHYG in Q1 2020 and has held it in 26 quarters since. 170 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Capital Investment Advisory Services held 5,779 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $245K as of Q2 2026.
Capital Investment Advisory Services bought 278 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $11.8K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #655 holding.
Capital Investment Advisory Services first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
170 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

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