CFG
SHYG icon

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

CKW 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
Q1 		$346K Sell
8,204
-1,189
-13% -$50.8K 0.04% 27
2025
Q4 		$403K Sell
9,393
-76
-0.8% -$3.26K 0.04% 28
2025
Q3 		$408K Buy
9,469
+653
+7% +$28.1K 0.04% 30
2025
Q2 		$378K Sell
8,816
-54
-0.6% -$2.28K 0.04% 32
2025
Q1 		$376K Sell
8,870
-177
-2% -$7.59K 0.05% 32
2024
Q4 		$385K Sell
9,047
-1,260
-12% -$54.2K 0.05% 35
2024
Q3 		$445K Buy
10,307
+94
+0.9% +$4.02K 0.05% 35
2024
Q2 		$428K Buy
10,213
+1,105
+12% +$46.5K 0.05% 34
2024
Q1 		$384K Sell
9,108
-207
-2% -$8.76K 0.05% 36
2023
Q4 		$393K Buy
9,315
+145
+2% +$5.98K 0.05% 34
2023
Q3 		$376K Sell
9,170
-377
-4% -$15.6K 0.06% 34
2023
Q2 		$396K Buy
9,547
+483
+5% +$19.9K 0.06% 34
2023
Q1 		$378K Buy
9,064
+132
+1% +$5.47K 0.06% 23
2022
Q4 		$365K Sell
8,932
-213
-2% -$8.71K 0.06% 23
2022
Q3 		$365K Buy
9,145
+7
+0.1% +$289 0.07% 24
2022
Q2 		$371K Sell
9,138
-264
-3% -$11.2K 0.06% 26
2022
Q1 		$412K Sell
9,402
-1,208
-11% -$53.5K 0.06% 28
2021
Q4 		$480K Buy
10,610
+1,377
+15% +$62.4K 0.07% 19
2021
Q3 		$420K Sell
9,233
-341
-4% -$15.6K 0.06% 22
2021
Q2 		$440K Sell
9,574
-1,357
-12% -$62.2K 0.07% 21
2021
Q1 		$501K Sell
10,931
-280
-2% -$12.7K 0.09% 19
2020
Q4 		$509K Sell
11,211
-2,860
-20% -$128K 0.09% 21
2020
Q3 		$617K Buy
14,071
+4,488
+47% +$197K 0.12% 20
2020
Q2 		$410K Buy
9,583
+1,932
+25% +$81.6K 0.09% 19
2020
Q1 		$304K Sell
7,651
-3
-0% -$134 0.08% 25
2019
Q4 		$355K Buy
7,654
+350
+5% +$16.2K 0.07% 24
2019
Q3 		$338K Buy
7,304
+433
+6% +$20.1K 0.06% 24
2019
Q2 		$321K Sell
6,871
-2,483
-27% -$116K 0.06% 23
2019
Q1 		$437K Buy
9,354
+256
+3% +$11.8K 0.08% 24
2018
Q4 		$405K Sell
9,098
-487
-5% -$22.3K 0.09% 21
2018
Q3 		$450K Sell
9,585
-302
-3% -$14.1K 0.08% 20
2018
Q2 		$461K Buy
9,887
+28
+0.3% +$1.31K 0.1% 19
2018
Q1 		$459K Buy
9,859
+353
+4% +$16.6K 0.1% 17
2017
Q4 		$448K Buy
9,506
+528
+6% +$25K 0.1% 20
2017
Q3 		$429K Sell
8,978
-1,740
-16% -$82.9K 0.1% 22
2017
Q2 		$511K Buy
10,718
+10,476
+4,329% +$500K 0.13% 21
2017
Q1 		$12K Buy
242
+15
+7% +$714 ﹤0.01% 131
2016
Q4 		$11K Buy
+227
New +$10.7K ﹤0.01% 134

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CKW Financial Group's SHYG Position: Q1 2026 in Review

CKW Financial Group reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 13% in Q1 2026, selling an estimated $50.8K and leaving 8,204 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #27.

CKW Financial Group first reported a position in SHYG in Q4 2016 and has held it in 38 quarters since. The position peaked at $617K in Q3 2020. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • CKW Financial Group held 8,204 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $346K as of Q1 2026.
  • CKW Financial Group sold 1,189 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $50.8K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up 0.04% of CKW Financial Group's portfolio in Q1 2026, its #27 holding.
  • CKW Financial Group first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • CKW Financial Group's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $617K in Q3 2020.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.