Chicago Partners Investment Group’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Chicago Partners Investment 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 Q1	$2.24M	Buy	52,454 +6,094	+13%	+$260K	0.05%	295
2025 Q4	$2M	Buy	46,360 +539	+1%	+$23.1K	0.05%	290
2025 Q3	$1.98M	Buy	45,821 +8,999	+24%	+$387K	0.05%	278
2025 Q2	$1.59M	Buy	36,822 +5,865	+19%	+$248K	0.05%	298
2025 Q1	$1.31M	Buy	30,957 +5,354	+21%	+$230K	0.04%	310
2024 Q4	$1.1M	Buy	25,603 +3,218	+14%	+$138K	0.04%	326
2024 Q3	$961K	Buy	22,385 +2,050	+10%	+$87.6K	0.03%	335
2024 Q2	$866K	Buy	20,335 +4,052	+25%	+$171K	0.03%	348
2024 Q1	$686K	Buy	16,283 +7,478	+85%	+$317K	0.03%	385
2023 Q4	$372K	Buy	+8,805	New	+$363K	0.02%	491
2018 Q4	–	Sell	-517	Closed	-$24K	–	812
2018 Q3	$24K	Hold	517	–	–	﹤0.01%	653
2018 Q2	$24K	Hold	517	–	–	﹤0.01%	629
2018 Q1	$24K	Hold	517	–	–	﹤0.01%	588
2017 Q4	$24K	Hold	517	–	–	﹤0.01%	582
2017 Q3	$25K	Buy	+517	New	+$24.6K	﹤0.01%	573

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 $49B AUM 17.78% 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 $4.81B AUM 4.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Chicago Partners Investment Group's SHYG Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 13% in Q1 2026, buying an estimated $260K and bringing the position to 52,454 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #295.

Chicago Partners Investment Group first reported a position in SHYG in Q3 2017 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

Chicago Partners Investment Group held 52,454 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $2.24M as of Q1 2026.
Chicago Partners Investment Group bought 6,094 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $260K.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.05% of Chicago Partners Investment Group's portfolio in Q1 2026, its #295 holding.
Chicago Partners Investment Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2017 and has held it in 15 quarters since.
553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.