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 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 $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's SHYG Position: Q1 2026 in Review

Capstone Investment Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2026, closing a stake of 338,501 shares — an estimated $14.5M sold.

Capstone Investment Advisors first reported a position in SHYG in Q2 2023 and held it in 9 quarters. The position peaked at $17.8M in Q2 2024. 555 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Capstone Investment Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 338,501 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $14.5M.
Capstone Investment Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2023 and held it in 9 quarters.
Capstone Investment Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $17.8M in Q2 2024.
555 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.