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Carr Financial Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Carr Financial Group’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 		$16M Buy
376,508
+341,610
+979% +$14.5M 3.68% 7
2026
Q1 		$1.48M Sell
34,898
-9,104
-21% -$389K 0.39% 47
2025
Q4 		$1.89M Buy
44,002
+9,101
+26% +$391K 0.5% 41
2025
Q3 		$1.51M Buy
34,901
+7,096
+26% +$306K 0.41% 48
2025
Q2 		$1.2M Buy
27,805
+3,191
+13% +$135K 0.35% 51
2025
Q1 		$1.05M Buy
24,614
+4,077
+20% +$175K 0.34% 59
2024
Q4 		$875K Sell
20,537
-84
-0.4% -$3.61K 0.27% 66
2024
Q3 		$895K Sell
20,621
-2,761
-12% -$118K 0.26% 71
2024
Q2 		$987K Sell
23,382
-11,510
-33% -$485K 0.31% 61
2024
Q1 		$1.48M Sell
34,892
-5,057
-13% -$214K 0.49% 39
2023
Q4 		$1.69M Buy
39,949
+1,589
+4% +$65.5K 0.62% 31
2023
Q3 		$1.58M Buy
38,360
+3,767
+11% +$156K 0.63% 31
2023
Q2 		$1.43M Sell
34,593
-24,191
-41% -$997K 0.57% 34
2023
Q1 		$2.45M Buy
58,784
+53,758
+1,070% +$2.23M 1.08% 19
2022
Q4 		$206K Buy
+5,026
New +$206K 0.11% 157

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carr Financial Group's SHYG Position: Q2 2026 in Review

Carr Financial Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 979% in Q2 2026, buying an estimated $14.5M and bringing the position to 376,508 shares worth $16M. The position accounts for 3.68% of the portfolio, ranked #7.

Carr Financial Group first reported a position in SHYG in Q4 2022 and has held it in 15 quarters since. 569 funds tracked by Wall St. Rank hold SHYG as of Q2 2026.

  • Carr Financial Group held 376,508 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $16M as of Q2 2026.
  • Carr Financial Group bought 341,610 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2026, an estimated $14.5M.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 3.68% of Carr Financial Group's portfolio in Q2 2026, its #7 holding.
  • Carr Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.