Chapin Davis’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Chapin Davis’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 Q3	$221K	Buy	5,352 +90	+2%	+$3.78K	0.04%	233
2026 Q2	$223K	Buy	5,262 +92	+2%	+$3.9K	0.04%	233
2026 Q1	$219K	Buy	5,170 +59	+1%	+$2.52K	0.05%	240
2025 Q4	$219K	Buy	5,111 +117	+2%	+$5.02K	0.05%	223
2025 Q3	$216K	Buy	+4,994	New	+$215K	0.05%	226

Other funds holding SHYG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Chapin Davis's SHYG Position: Q3 2026 in Review

Chapin Davis increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 1.7% in Q3 2026, buying an estimated $3.78K and bringing the position to 5,352 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #233.

Chapin Davis first reported a position in SHYG in Q3 2025 and has held it in 5 quarters since. The position peaked at $223K in Q2 2026. 157 funds tracked by Wall St. Rank hold SHYG as of Q3 2026.

Chapin Davis held 5,352 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $221K as of Q3 2026.
Chapin Davis bought 90 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2026, an estimated $3.78K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #233 holding.
Chapin Davis first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
Chapin Davis's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $223K in Q2 2026.
157 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.