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

Capstone Investment Advisors’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	$25.4M	Buy	+598,401	New	+$25.4M	0.05%	179
2026 Q1	–	Sell	-338,501	Closed	-$14.5M	–	1826
2025 Q4	$14.5M	Buy	338,501 +53,900	+19%	+$2.31M	0.03%	215
2025 Q3	$12.3M	Buy	284,601 +50,500	+22%	+$2.17M	0.02%	282
2025 Q2	$10.1M	Buy	234,101 +36,000	+18%	+$1.52M	0.03%	247
2025 Q1	$8.42M	Buy	+198,101	New	+$8.5M	0.02%	343
2024 Q4	–	Sell	-226,678	Closed	-$9.84M	–	1996
2024 Q3	$9.84M	Sell	226,678 -194,000	-46%	-$8.29M	0.03%	303
2024 Q2	$17.8M	Buy	420,678 +76,877	+22%	+$3.24M	0.06%	208
2024 Q1	$14.6M	Buy	343,801 +28,900	+9%	+$1.22M	0.05%	219
2023 Q4	$13.3M	Buy	+314,901	New	+$13M	0.04%	283
2023 Q3	–	Sell	-27,880	Closed	-$1.16M	–	2278
2023 Q2	$1.16M	Buy	+27,880	New	+$1.15M	0.01%	823

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

Capstone Investment Advisors's SHYG Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2026: 598,401 shares worth $25.4M. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SHYG as recently as Q4 2025.

Capstone Investment Advisors first reported a position in SHYG in Q2 2023 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

Capstone Investment Advisors held 598,401 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $25.4M as of Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF was a new Capstone Investment Advisors position in Q2 2026.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Capstone Investment Advisors's portfolio in Q2 2026, its #179 holding.
Capstone Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and has held it in 10 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 Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.